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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 08/2022 | 06/2024 |
| Bts Group Inc. | El Paso | TX | 11/2021 | 07/2022 |
| Grupo Hermanos Moreno | Delicias | 07/2018 | 10/2021 | |
| Ci Banco | Chihuahua | 02/2018 | 07/2018 | |
| Vector Casa De Bolsa | Chihuahua | 01/2017 | 01/2018 | |
| Grupo Hermanos Moreno | Delicias | 01/2012 | 12/2017 | |
| Tecnologico De Monterrey | Chihuahua | 01/2013 | 07/2022 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 07/2024 | 11/2025 |
| Citigroup Global Markets Inc. | Miami | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
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