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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED_RES | 2012-12-06 |
| FL | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100, Miami, FL 33131 • United States
Cwm Retail, Sales 396 Alhambra Circle, Coral Gables, FL 33134 • United States
Miami, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Coral Gables | FL | 05/2007 | Present |
Viz Property Management LLC; Investment-related; Nature: Asset Protection and Estate Planning vehicle which will own real property. This newly formed company has purchased a rental property/second home; Islamorada, FL; Started: June 6, 2024; Title: Manager/Partner; Duties: My Spouse and Daughters manage the property. I am a passive owner.; 0 hours are devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
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