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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
Branch Locations
Citi Wealth Management, Investment 201 S. Biscayne Blvd., 6Th Fl, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst And Young | Caracas | 08/2016 | 12/2017 | |
| Banco Do Brasil | Miami | FL | 07/2017 | 12/2017 |
| Ole Communications | Coral Gables | FL | 07/2018 | 10/2019 |
| We Family Offices | Miami | FL | 10/2019 | 11/2020 |
| Alquimia Capital | Caracas | 01/2018 | 07/2018 | |
| Florida Itnternational University | Miami | FL | 07/2018 | 08/2019 |
| Northern Trust Bank | Miami | FL | 05/2022 | 11/2025 |
| Hig Capital | Miami | FL | 07/2021 | 12/2021 |
| Unemployed | Miami | FL | 01/2021 | 05/2021 |
| Unemployed | Miami | FL | 12/2020 | 06/2025 |
| Citibank | Miami | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-05 |
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