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Citigroup Global Markets Inc. CRD 7059
$56.0B regulatory AUM 2,481 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
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 201 S. Biscayne Blvd, Fl 06, Miami, FL 33131 • United States
Miramar, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Miami | FL | 09/2016 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 04/2018 | 01/2022 |
| Check Cashing Usa | Medley | FL | 01/2015 | 09/2016 |
| Citigroup | Miami | FL | 09/2022 | Present |
| Intuit | Mountain View | CA | 01/2022 | 09/2022 |
NAME : JR ENGINEERING LLC , this business is not investment related. This business is register at a home office located at 670 E 65TH ST HIALEAH, FL 33013. This business works in the Engineering field and I am currently a manager and silent partner with 1 % ownership of the company. My relationship with business started in February 2022, I take care of billing and other activities after hours and during the weekend approximately 20 hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-15 |
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