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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-04 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Fl 6, Miami, FL 33131 • United States
Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Securities Llc | New York | NY | 06/2022 | 04/2023 |
| Jpmorgan Chase Bank N. A. | New York | NY | 06/2022 | 04/2023 |
| Citibank | New York | NY | 06/2020 | 05/2022 |
| King Custom Improvements Corp | New York | NY | 06/2019 | 02/2020 |
| Psecu Credit Union | Selinsgrove | PA | 02/2016 | 05/2019 |
| Jewish Community Center | Staten Island | NY | 07/2017 | 07/2017 |
| Unemployed | New York | NY | 03/2020 | 05/2020 |
| Uber Eats | Staten Island | NY | 08/2022 | 04/2023 |
| Citizens Securities, Inc. | Staten Island | NY | 04/2023 | 08/2025 |
| Citizens Bank, N/A | Staten Island | NY | 05/2023 | 08/2025 |
| Citigroup | Miami | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-23 |
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