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Lavendel Dee Williams

Citigroup Global Markets Inc.

New York, NY

Jacksonville, FL

CRD 7062280

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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-09
  • FL RA
    APPROVED
    Since 2022-05-09

Branch Locations

388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES

14000 Citi Cards Way - 01, Jacksonville, FL 32211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Jacksonville FL 02/2020 11/2021
Merrill Lynch Jacksonville FL 07/2019 12/2019
Kasa Inc Jacksonville FL 09/2019 01/2020
Walmart Inc Jacksonville FL 04/2019 07/2019
Walgreens Co. Jacksonville FL 11/2018 04/2019
Southern King Holdings Llc Jacksonville FL 11/2015 11/2018
Walmart Inc Jacksonville FL 12/2016 03/2017
Florida State College At Jacksonville Jacksonville FL 08/2017 Present
Citigroup Jacksonville FL 11/2021 Present
  • 02/2020 → 11/2021
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 07/2019 → 12/2019
    Merrill Lynch
    Jacksonville, FL
  • 09/2019 → 01/2020
    Kasa Inc
    Jacksonville, FL
  • 04/2019 → 07/2019
    Walmart Inc
    Jacksonville, FL
  • 11/2018 → 04/2019
    Walgreens Co.
    Jacksonville, FL
  • 11/2015 → 11/2018
    Southern King Holdings Llc
    Jacksonville, FL
  • 12/2016 → 03/2017
    Walmart Inc
    Jacksonville, FL
  • 08/2017 → Present
    Florida State College At Jacksonville
    Jacksonville, FL
  • 11/2021 → Present
    Citigroup
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-06
S63 Uniform Securities Agent State Law Examination 2020-06-19
  • S66 Uniform Combined State Law Examination
    2022-05-06
  • S63 Uniform Securities Agent State Law Examination
    2020-06-19

View on SEC IAPD

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