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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-09 |
Branch Locations
Citi Wealth Management, Supervision 7795 West Flagler Street, Miami, FL 33144 • United States
Citi Wealth Management, Supervision 14000 Citi Cards Way, Bldg C2, Jacksonville, FL 32258 • United States
Jacksonville, FL • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2013 | 08/2023 |
| Bank Of America, N.A. | Jacksonville | FL | 05/2016 | 07/2021 |
| Citigroup | Jacksonville | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-27 |
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