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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-18 |
| FL | RA | APPROVED | 2025-11-17 |
Branch Locations
Cwm Retail, Sales 502 Brickell Avenue, Miami, FL 33131 • United States
Citi Wealth Management, Sales 13430 S.W. 120 Street, Miami, FL 33186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 07/2015 | 05/2017 |
| Hsbc Bank Usa National Association | Miami | FL | 05/2017 | 04/2018 |
| Hsbc Bank Securities Usa Inc. | Miami | FL | 05/2017 | 04/2018 |
| Citigroup | Miami | FL | 04/2018 | 03/2022 |
| Israel Discount Bank Of New York | Aventura | FL | 03/2022 | 04/2023 |
| Idb Capital Corp. | Aventura | FL | 03/2022 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Hollywood | FL | 07/2023 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Hollywood | FL | 07/2023 | 10/2025 |
| Banesco Usa | Miami | FL | 05/2023 | 06/2023 |
| Sportunity Soccer Academy | Miami | FL | 02/2024 | 05/2025 |
| Hollywood Fc | Hollywood | FL | 03/2024 | 08/2025 |
| Citigroup | Miami | FL | 10/2025 | Present |
OA name: 1900 N BAYSHORE DRIVE APT 910 MIAMI, FL 33132, Nature: Rental Property (Investment-related: Yes, Location: Miami, FL, started 05/01/2026), Title: REAL ESTATE PROPERTY OWNER - LANDLORD, Duties: PROPERTY MAINTENANCE AND REPAIRS IF NEEDED - RENT COLLECTION, Hours: (0 during trading hours, 1-5 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-28 |
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