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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Citi International Financial Services Llc | Miami | FL | 04/2019 | 04/2020 |
| Citi International Financial Services Llc | Miami | FL | 04/2020 | 07/2021 |
| Citibank Na | Miami | FL | 11/2018 | 04/2019 |
| Wells Fargo | Miami | FL | 07/2017 | 03/2018 |
| Wells Fargo | Miami | FL | 04/2016 | 07/2017 |
| Citigroup | Miami | FL | 07/2021 | 12/2021 |
| Efg Capital International Corp | Miami | FL | 12/2021 | 09/2022 |
| Unemployed | Miami | FL | 04/2018 | 10/2018 |
| Jpmorgan Chase Bank, Na | Miami | FL | 09/2022 | 09/2023 |
| Jpmorgan Securities Llc | Miami | FL | 09/2022 | 09/2023 |
| Citigroup | Miami | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-08 |
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