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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, Supervision 201 S. Biscayne Blvd. 6Th Fl, Miami, FL 33131 • United States
Citi Wealth Management, Supervision 7795 West Flagler Street, Miami, FL 33144 • United States
Lake Worth, FL • United States
Lake Worth, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi-Smith Barney | New York | NY | 04/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-28 |
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