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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-24 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • 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 | 08/2014 | 11/2019 |
| Publix Supermarkets Inc | Jacksonville | FL | 08/2005 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 03/2015 | 11/2019 |
| Trini Pie Llc | Jacksonville | FL | 04/2018 | 09/2020 |
| Fidelity Investments | Jacksonville | FL | 09/2020 | 04/2022 |
| Citigroup | Jacksonville | FL | 04/2022 | Present |
1)I*74727 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PUBLIX SUPERMARKETS INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSONVILLE, FLORIDA 32211 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 8/27/2005 NUMBER OF HOURS DEVOTED: 16 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: GROCERY REPLENISHMENT SPECIALIST - I STOCK SHELVES AND HANDLE INVENTORY I*113922 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TRINI PIE COMPANY LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSONVILLE, FLORIDA 32216 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: Cook START DATE OF RELATIONSHIP: 5/4/2018 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: ASSISTING PREPARING AND SERVING FOOD ON A FOOD TRUCK DURING MUSIC FESTIVALS, INTERACTING WITH THE CROWD TO DRAW ATTENTION TO THE TRUCK, AND CLEANING UP AND SETTING UP FOOD TRUCK FOR THE DAYS ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-17 |
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