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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-17 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100, Miami, FL 33131 • United States
Cwm Retail, Sales 502 Brickell Avenue, Miami, FL 33131 • United States
Miami Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Aventura | FL | 05/2009 | 08/2017 |
| J.P. Morgan Securities Llc | Miami | FL | 10/2012 | 08/2017 |
| Citigroup | Key Biscayne | FL | 08/2017 | Present |
Rental Property - Miami Lakes, FL; Investment-related; Affiliation started on 11/01/2020; Title: Owner/ Landlord; Duties: rental of the unit, collecting rent, and maintenance to the unit; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-22 |
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