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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-03-09 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100, Miami, FL 33131 • United States
Cwm Retail, Sales 201 S. Biscayne Blvd, Miami, FL 33131 • 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 | Miami | FL | 02/2010 | Present |
Villarbujan Holdings LLC; Investment property; investment-related; Miami, FL; Started 03/17/2018; Title: Registered Agent; Duties: Owner/Landlord; No time is devoted to the LLC each month during securities trading hours; 1 hour is devoted to the LLC each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-12 |
| S66 | Uniform Combined State Law Examination | 2004-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-23 |
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