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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-22 |
| FL | RA | APPROVED | 2023-07-05 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2017 | 03/2018 |
| Bell Partners Inc | Greensboro | NC | 12/2013 | 08/2017 |
| Unemployed | Jacksonville | FL | 08/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2018 | 04/2021 |
| Unemployed | Jacksonville | FL | 03/2018 | 05/2018 |
| Fidelity Investments | Jacksonville | FL | 04/2021 | 12/2021 |
| Citigroup | Jacksonville | FL | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-19 |
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