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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
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Jacksonville | FL | 01/2024 | Present |
| Apple Inc | Jacksonville | FL | 02/2017 | 02/2022 |
| Lucky'S Market | Neptune Beach | FL | 11/2016 | 02/2017 |
| Native Sun Natural Foods Market | Jacksonville | FL | 12/2009 | 11/2016 |
| Fidelity Investments | Jacksonville | FL | 02/2022 | 04/2023 |
| Unemployed | Jacksonville | FL | 04/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-28 |
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