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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-15 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Fl 6, Miami, FL 33131 • United States
Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Fresh Meadows | NY | 05/2019 | 02/2020 |
| H&R Block | New York | NY | 11/2016 | 04/2019 |
| Commonwealth Worldwide Chauffeured Transport | Long Island City | NY | 08/2018 | 12/2018 |
| The Palm Steakhouse | New York | NY | 05/2017 | 03/2018 |
| Morton's The Steakhouse | New York | NY | 10/2015 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2020 | 07/2022 |
| J.P. Morgan Securities Llc | New York | NY | 10/2020 | 07/2022 |
| Unemployed | Forest Hills | NY | 03/2020 | 09/2020 |
| Citigroup | New York | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
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