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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-27 |
Branch Locations
Citi Wealth Management, Sales 13430 S.W. 120 Street, Miami, FL 33186 • United States
Cwm Retail, Sales 9131 S. Dixie Hwy, Pinecrest, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Coconut Grove | FL | 03/2014 | 05/2025 |
| Wells Fargo Clearing Services, Llc | Coconut Grove | FL | 04/2018 | Present |
| Citigroup | Miami | FL | 06/2025 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; MIAMI,FL; 100% FAMILY OWNED; AUTHORIZED USER; START DATE 02/01/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; AUTHORIZED USER. GOLDEN PALM BEACH INVESTMENT; NOT INVESTMENT RELATED; MIAMI,FL; 100% FAMILY OWNED; AUTHORIZED USER; START DATE 02/01/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; AUTHORIZED USER. 9503, LLC; NOT INVESTMENT RELATED; MIAMI,FL; 100% FAMILY OWNED; AUTHORIZED USER; START DATE 02/01/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; AUTHORIZED USER. MULTI OCCUPANCY RENTAL PROPERTY, INVT RELATED, WEST MIAMI, FL, 50% OWNERSHIP, START DATE 4/21/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES. 829 LP; NOT INVESTMENT RELATED; MIAMI,FL; 50% OWNERSHIP; START DATE 03/31/2021; NUMBER OF HOURS PER MONTH .3; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-09 |
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