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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-04 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 12/2015 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 09/2018 |
| Aragon Capital Llc | Fort Lauderdale | FL | 09/2018 | 03/2025 |
| Centroamerica Media Hub Llc Dba Apollo Sbg | Washington | DC | 05/2022 | 06/2025 |
| Tempal Enterprises Llc | Coral Gables | FL | 01/2024 | 11/2025 |
| Wholesale Payments | Lubbock | TX | 04/2025 | 05/2025 |
| Hightech Payments Llc | Coral Gables | FL | 05/2025 | 11/2025 |
| Intuit Inc | Mountain View | CA | 01/2023 | 04/2025 |
| Blci Enterprises Corp Dba Acumen Coffee | Coral Gables | FL | 09/2020 | 09/2023 |
| Citigroup | Miami | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-14 |
| S66 | Uniform Combined State Law Examination | 2014-09-25 |
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