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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-18 |
Branch Locations
Citi Wealth Management, Sales 13430 S.W. 120 Street, Miami, FL 33186 • United States
Cwm Retail, Sales 8750 Doral Boulevard, Main Floor, Miami, FL 33178 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Miami | FL | 03/2012 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 10/2022 | 07/2023 |
| Citigroup | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-05 |
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