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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-12 |
Branch Locations
Citi Private Bank 14000 Citi Cards Way, Fl 2, Jacksonville, FL 32258 • United States
Citi Private Bank 3800 Citigroup Center Drive, Bldg. A, Fl 1, Tampa, FL 33610 • United States
Ponte Vedra, FL • 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 | 07/2013 | 08/2022 |
| Citigroup | Jacksonville | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-23 |
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