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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-19 |
Branch Locations
Citi Private Bank Two Court Square, 12Th Fl, Long Island City, NY 11101 • United States
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
Land O Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Tampa | FL | 03/2014 | 06/2020 |
| Usaa Financial Planning Services | Tampa | FL | 05/2014 | 01/2018 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 06/2020 |
| Raymond James Associates | St. Petersburg | FL | 11/2021 | 07/2022 |
| Usaa Life Insurance Co | Tampa | FL | 06/2020 | 11/2021 |
| Citigroup | Tampa | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-13 |
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