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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-15 |
Branch Locations
Jacksonville, FL • United States
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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Gainesville | FL | 12/2013 | 10/2018 |
| Dmeetings Llc | Jacksonville | FL | 10/2018 | 11/2021 |
| Ricci Insurance Group | Jacksonville | FL | 10/2019 | 04/2020 |
| Freshjax | Jacksonville | FL | 04/2019 | 06/2019 |
| Sams Club | Orange Park | FL | 05/2020 | 11/2021 |
| Tactile Medical | Jacksonville | FL | 10/2020 | 04/2021 |
| Regions Bank | Jacksonville | FL | 12/2021 | 10/2023 |
| Citigroup Global Markets Inc | Jacksonville | FL | 10/2023 | Present |
Caira's Kitchen LLC - non-investment related, home address 13490 Gran Bay Pkwy #933 JAX FL 32258, Cooking for small events/birthdays/anniversary, Pasta making; owner of LLC, hours month 10 outside of business hours, no hours during work hours, Cooking for small events/birthdays/anniversary, Pasta
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-10 |
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