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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-04 |
Branch Locations
Jacksonville , FL • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, Bdg 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 | 04/2018 | 11/2023 |
| Pie Daddy Llc | Jacksonville | FL | 01/2018 | 01/2023 |
| Dcps | Jacksonville | FL | 01/2016 | 03/2018 |
| Tijuana Flats | Jacksonville | FL | 01/2013 | 01/2017 |
| Citigroup | Jacksonville | FL | 12/2023 | Present |
Rental Property - Jacksonville, FL; Investment-related; Started: June 1, 2023.; Title: Owner.; Duties: Owner of rental property, maintenance.; 0. hours are devoted each month during securities trading hours; 1-5. hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-20 |
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