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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-06-04
TX RA APPROVED_RES 2025-05-24
FL RA APPROVED 2007-05-29
  • PR RA
    APPROVED
    Since 2025-06-04
  • TX RA
    APPROVED_RES
    Since 2025-05-24
  • FL RA
    APPROVED
    Since 2007-05-29

Branch Locations

Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States

Cwm Retail, Sales 8750 Doral Boulevard, Main Floor, Miami, FL 33178 • United States

Miami, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Miami FL 05/2007 Present
Previous Registrations
  • 2004-02-04 → 2007-05-29
    Citicorp Investment Services
    Miami, FL
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-22
S63 Uniform Securities Agent State Law Examination 1996-11-29
  • S65 Uniform Investment Adviser Law Examination
    2004-01-22
  • S63 Uniform Securities Agent State Law Examination
    1996-11-29
Other Names
  • Maria Isabel Cancel
  • Maria I Gomez
  • Maria Isabel Gomez

View on SEC IAPD

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