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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-04 |
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 | 03/2018 | 10/2021 |
| Cowford Chop House | Jacksonville | FL | 01/2018 | 03/2018 |
| Coopers Hawk Winery | Jacksonville | FL | 10/2015 | 01/2018 |
| Florida State College At Jacksonville | Jacksonville | FL | 01/2010 | 12/2016 |
| Bank Of America, N.A. | Jacksonville | FL | 05/2018 | 10/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 10/2021 | 10/2022 |
| Citi Group | Jacksonville | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
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