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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| FL | RA | APPROVED | 2013-11-22 |
Branch Locations
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 8750 Doral Boulevard, Main Floor, Miami, FL 33178 • United States
Miami, 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Miami | FL | 11/2013 | Present |
Rental Property: Miami, FL; Investment-related; Started: May 1, 2019; Title: Owner; Duties: Collect rent. Passive income received from rental property. Property upkept by building management; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours. ////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-21 |
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