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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| FL | RA | APPROVED | 2012-02-15 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Fl 6, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global | Ft Lauderdale | FL | 06/2003 | Present |
Rental Property - Park Central - Aventura,FL; Investment-related; Affiliation started May 2011; Title: Co-owner; Duties: Make sure tenant pays rent; No time is devoted to the rental each month during security trading hours; 1 hour is devoted to the rental each month outside of security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-07 |
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