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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States
Citi Private Bank 14000 Citi Cards Way, Fl 2, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Jacksonville | FL | 11/2016 | 01/2021 |
| Homemaking | Pinecrest | FL | 12/2006 | 11/2016 |
| The Prudential Insurance Company Of America | Jacksonville | FL | 02/2017 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2021 | 11/2025 |
| Citigroup | Jacksonville | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-04 |
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