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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-26 |
Branch Locations
Cwm Retail, Sales 9955 West Glades Road, Suite 100, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 7400 W. Camino Real, Suite 130, Boca Raton, FL 33433 • United States
Cwm Retail, Sales 4807 Coconut Creek Parkway, Coconut Creek, FL 33063 • United States
Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • 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 | Coral Springs | FL | 11/2019 | 03/2022 |
| Bank Of America, N.A. | Coral Springs | FL | 11/2019 | 03/2022 |
| Florida Brokers Realty | Coral Springs | FL | 07/2015 | 10/2019 |
| Weatherby Healthcare | Fort Lauderdale | FL | 06/2017 | 07/2019 |
| Lexx Healthcare | Coral Springs | FL | 08/2019 | 11/2019 |
| Citigroup | Coconut Creek | FL | 03/2022 | 05/2022 |
| Citigroup | Boca Raton | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-18 |
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