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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-30
FL RA APPROVED 2022-07-26
  • TX RA
    APPROVED_RES
    Since 2026-06-30
  • FL RA
    APPROVED
    Since 2022-07-26

Branch Locations

Citi Wealth Management, Nic 14000 Citi Cards Way, Building C2, Jacksonville, FL 32258 • United States

St. Johns, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 03/2018 10/2021
Pussers Caribbean Grille Ponte Vedra Beach FL 10/2017 03/2018
Brio Tuscan Grille Jacksonville FL 04/2016 10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 02/2022 06/2022
Unemployed Jacksonville FL 10/2021 02/2022
Empower Retirment Greenwood Village CO 10/2021 10/2021
Citigroup Jacksonville FL 06/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-23
  • S66 Uniform Combined State Law Examination
    2018-07-23
Other Names
  • Michael Chalmers

View on SEC IAPD

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