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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-31 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Jacksonville | FL | 01/2016 | 02/2017 |
| E*Trade Securities Llc | Temple Terrace | FL | 10/2021 | 09/2023 |
| Larson Financial Group | Jacksonville | FL | 05/2017 | 04/2018 |
| Selectquote Insurance Services | Jacksonville | FL | 06/2018 | 06/2019 |
| Unemployed | Jacksonville | FL | 06/2019 | 10/2019 |
| United Parcel Service | Jacksonville | FL | 10/2019 | 11/2019 |
| Duval County Public Schools | Jacksonville | FL | 11/2019 | 02/2020 |
| Unemployed | Jacksonville | FL | 02/2020 | 07/2020 |
| Valor Intelligent Processing | Jacksonville | FL | 07/2020 | 11/2020 |
| Concierge Care Of Florida | Jacksonville | FL | 12/2020 | 10/2021 |
| Amazon.cOm | Jacksonville | FL | 06/2021 | 10/2021 |
| Morgan Stanley | Temple Terrace | FL | 11/2022 | 03/2024 |
| Ally Invest Securities Llc | Charlotte | NC | 08/2024 | 07/2026 |
| Unemployed | Jacksonville | FL | 03/2024 | 08/2024 |
| Kelly Services Usa, Llc | Jacksonville | FL | 02/2017 | 05/2017 |
| Citigoup Global Markets Inc. | Jacksonville | FL | 07/2026 | Present |
| Unemployed | Hilliard | FL | 07/2026 | 07/2026 |
Divine Dachshunds of Duval. Self employed. Not investment related. 4651 Astral St. Jacksonville, Fl 32205. Owner. 08/15/2024. 0-20hrs/month. Breed and sell miniature dachshund puppies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-24 |
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