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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-29 |
| NY | RA | APPROVED | 2024-02-28 |
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 |
|---|---|---|---|---|
| Wells Fargo Bank N.A | Miami | FL | 01/2016 | 08/2022 |
| Citi Bank | Miami | FL | 09/2022 | Present |
Rental Property - Miami, FL.; Investment-related; Started: January 2, 2024.; Title: Landlord.; Duties: Maintain rental property in cases of wear and tear and occasional upkeep.; 0. hours are devoted each month during securities trading hours; 1-5. hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-27 |
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