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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-13 |
Branch Locations
Citi Wealth Management, Supervision 1000 Technology Dr, 3N, O'FAllon, MO 63368 • United States
Jacksonville, FL • United States
Citi Wealth Management, Supervision 14000 Citi Cards Way, Bldg C2, Jacksonville, FL 32258 • 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 | 10/2019 | 01/2020 |
| Farah And Farah | Jacksonville | FL | 08/2018 | 10/2019 |
| Athens Cafe | Jacksonville | FL | 06/2017 | 03/2019 |
| Deercreek Country Club | Jacksonville | FL | 07/2018 | 10/2018 |
| Timuquana Country Club | Jacksonville | FL | 06/2017 | 11/2017 |
| Epping Forest Yacht Club | Jacksonville | FL | 01/2015 | 08/2017 |
| University Of North Florida | Jacksonville | FL | 08/2016 | 04/2018 |
| Fidelity Investments | Jacksonville | FL | 01/2020 | 09/2021 |
| Citigroup | Jacksonville | FL | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-27 |
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