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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-21 |
| GA | RA | APPROVED | 2023-03-20 |
Branch Locations
Citi Wealth Management, Supervision 1000 Technology Dr, 3N, O'FAllon, MO 63368 • United States
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Temple Terrace | FL | 04/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Temple Terrace | FL | 04/2015 | 02/2017 |
| Morgan Stanley | Temple Terrace | FL | 02/2017 | 11/2017 |
| Citigroup | Tampa | FL | 01/2018 | 02/2019 |
| Raymond James And Associates, Inc. | St Peteresburg | FL | 02/2019 | 11/2021 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 01/2020 | 11/2021 |
| Citigroup | Tampa | FL | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-18 |
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