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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-13 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Jacksonville | FL | 07/2010 | 09/2021 |
| Citigroup | Jacksonville | FL | 09/2021 | Present |
OA name: Flour & Fern LLC, Nature: Microbakery/Plant sales at small, pop-up markets. LLC filed 4/1/26, no capital has been invested in this entity yet, my wife is the other 50% owner (Investment-related: No, Location: Jacksonville, FL, started 04/01/2026), Title: Authorized Member, Duties: Assist with management of spouse's microbakery business, Hours: (0 during trading hours/month, 6-10 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-14 |
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