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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
Branch Locations
Cwm Retail, Sales 7480 N.W. 104Th Avenue, Doral, FL 33178 • United States
Cutler Bay, FL • United States
Cutler Bay, FL • United States
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 06/2016 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 08/2017 | Present |
| Citibank | Miami | FL | 06/2025 | Present |
RENTAL PROPERTY, INV RELATED, MIAMI, FL, 50% OWNERSHIP, START 10/9/2019, 5 HOUR PER MONTH, ZERO DURING TRADING, PROPERTY MANAGEMENT. RENTAL PROPERTY, INV RELATED, MIAMI, FL, 50% OWNERSHIP, START 7/1/2019, 5 HOUR PER MONTH, ZERO DURING TRADING, PROPERTY MANAGER. RENTAL PROPERTY, INVT RELATED, MIAMI, FL, 50% OWNERSHIP, START DATE 8/1/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, PROPERTY INVESTMENT AND MANAGEMENT.Real estate investing business with wife(Christty Mosquera). What is the name of the outside business? Pm Ventures LLC//What is the nature of the outside business? Management of a 4 Plex//Is the outside business investment-related, per the definition given below? YES//What is the location (city and state only) of the outside business? please provide. Miami, FL//What date did you start the outside business affiliation? 01/02/2025//What is your title in the outside business? President//What are your duties in the outside business? (be brief) Manage tenants, record keeping and property management. //How many hours do you devote to the outside business each month during securities trading hours? 0//How many hours do you devote to the outside business each month outside of securities trading hours? 1-5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-08 |
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