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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-28 |
Branch Locations
Boca Raton, FL • United States
Cwm Retail, Sales 4055 North Federal Highway, Boca Raton, FL 33431 • United States
Boca Raton, FL • United States
Citi Wealth Management, Service/Operations 201 S. Biscayne Blvd, Fl 6, Miami, FL 33131 • United States
Cwm Retail, Sales 101 E. Camino Real, Suite 112, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company | Boca Raton | FL | 01/2024 | 06/2025 |
| 1St Financial Inc | Boca Raton | FL | 03/2023 | 11/2023 |
| N/A | Boca Raton | FL | 11/2022 | 02/2023 |
| Morgan Stanley/Prideone | Boca Raton | FL | 04/2022 | 10/2022 |
| American Express | Boca Raton | FL | 07/2021 | 04/2022 |
| Bank Of America | Boca Raton | FL | 09/2017 | 07/2021 |
| Td Bank | Boca Raton | FL | 03/2017 | 09/2017 |
| Palm Beach State College / Florida Atlantic University | Boca Raton | FL | 08/2015 | 01/2017 |
| Citigroup | Boca Raton | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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