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Caroline Arfelli

Citigroup Global Markets Inc.

Miami, FL

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-11
  • FL RA
    APPROVED
    Since 2026-08-11

Branch Locations

Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Banco Santander International Miami FL 05/2021 11/2025
Ca Indosuez Wealth Miami FL 03/2014 05/2021
Citigroup Miami FL 01/2026 Present
  • 05/2021 → 11/2025
    Banco Santander International
    Miami, FL
  • 03/2014 → 05/2021
    Ca Indosuez Wealth
    Miami, FL
  • 01/2026 → Present
    Citigroup
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-10
S63 Uniform Securities Agent State Law Examination 2026-07-24
  • S65 Uniform Investment Adviser Law Examination
    2026-08-10
  • S63 Uniform Securities Agent State Law Examination
    2026-07-24
Other Names
  • Caroline Arfelli
  • Caroline Almeida

View on SEC IAPD

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