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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-11 |
Branch Locations
St. Augustine, FL • United States
Citi Wealth Management, Supervision 14000 Citi Cards Way, Bldg C2, Jacksonville, FL 32258 • United States
Citi Wealth Management, Supervision Two Court Square, 12Th Fl, Long Island City, NY 11101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2020 | 04/2022 |
| Centaurus Financial | Lexington | SC | 04/2019 | 03/2020 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2020 |
| The Blue Crab | Bethany Beach | DE | 07/2013 | 06/2020 |
| Wsfs Bank | Rehoboth Beach | DE | 06/2018 | 06/2018 |
| Ruffalo Noel Levitz | Columbia | SC | 02/2019 | 04/2019 |
| Citibank | Jacksonville | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-31 |
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