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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-17 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States
Cwm Retail, Sales 899 W. Cypress Creek Rd., Ft. Lauderdale,, FL 33309 • United States
Cwm Retail, Sales 3101 North Federal Highway, Fort Lauderdale, FL 33306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oradell | NJ | 06/2014 | 12/2019 |
| Bank Of America, N.A. | Oradell | NJ | 06/2014 | 12/2019 |
| United States Marine Corps | Fort Dix | NJ | 01/2010 | 04/2021 |
| Jp Morgan Securities, Llc | Jersey City | NJ | 01/2020 | 04/2021 |
| Jp Morgan Chase Bank, N.A. | Jersey City | NJ | 01/2020 | 04/2021 |
| Wells Fargo Bank, Na | Hollywood | FL | 04/2021 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Hollywood | FL | 04/2021 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 10/2022 | 12/2024 |
| Bank Of America N.A. | Boca Raton | FL | 11/2022 | 12/2024 |
| Citigroup Global Markets Inc. | Coral Springs | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-10 |
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