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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-07 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, Bdg C2, Jacksonville, FL 32258 • United States
St. Augustine, FL • 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 | 02/2018 | 12/2021 |
| Wells Fargo | Jacksonville | FL | 08/2017 | 02/2018 |
| University Of North Florida | Jacksonville | FL | 08/2014 | 04/2017 |
| Unemployed | Jacksonville | FL | 04/2017 | 08/2017 |
| Gwfs Equities, Inc | Greenwood Village | CO | 02/2022 | 07/2023 |
| Advised Assets Group, Llc | Greenwood Village | CO | 02/2022 | 07/2023 |
| Citigroup | Jacksonville | FL | 08/2023 | 12/2024 |
| Massmutual Life Insurance Co. | Jacksonville | FL | 11/2024 | 04/2025 |
| Mml Investors Services Llc. | Jacksonville | FL | 11/2024 | 04/2025 |
| Citigroup | Jacksonville | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
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