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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
Branch Locations
388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Tampa | FL | 02/2017 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 04/2019 | 05/2021 |
| Publix Grocery Store | Tampa | FL | 10/2012 | 12/2016 |
| Morgan Stanley | Temple Terrace | FL | 06/2021 | 06/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2024 | 03/2025 |
| Citigroup | Tampa | FL | 03/2025 | Present |
1. NAME OF THE OTHER BUSINESS:Apartment at La Placita LLC INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Land O Lakes, FL 34638 YOUR POSITION OR TITLE:Owner NATURE OF THE OTHER BUSINESS:Private Business START DATE:3/7/2023 APPROXIMATE NUMBER OF HOURS/MONTH:2 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Very limited oversight, I have a property manager that takes care of all duties COMPENSATION :Yes 2. Silver Family Farms LLC; Not Investment-related; Nature: Small Farm. 5-6 goats, 6 chickens. Having a registered LLC allows for me to qualify for an AG exemption which will lower my property tax; Spring Hill, Fl; Started: March 1, 2025 ; Title: Owner-MGR per Sunbiz; Duties: Feeding and cleaning. Wife handles the majority as she is also a stay at home mom.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-14 |
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