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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-11 |
Branch Locations
Citi Wealth Management, Supervision 77 E Main Street, 2Nd Fl, Bay Shore, NY 11706 • 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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2013 | 09/2023 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2017 | 09/2023 |
| Citigroup | Jacksonville | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-22 |
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