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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-01 |
Branch Locations
Jacksonville, FL • United States
Jacksonville, FL • United States
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 |
|---|---|---|---|---|
| Viera High School | Viera | FL | 10/2013 | 05/2017 |
| Eastern Florida State College | Melbourne | FL | 08/2017 | 05/2019 |
| University Of Central Florida | Orlando | FL | 08/2019 | 08/2021 |
| Fidelity Investments | Jacksonville | FL | 10/2023 | 11/2024 |
| Valkyrie Designs | Viera | FL | 06/2022 | 10/2023 |
| Joe Muggs - Books-A-Million | Viera | FL | 04/2023 | 06/2023 |
| Church At Viera | Viera | FL | 02/2018 | 01/2019 |
| Dunkin Donuts | Melbourne | FL | 04/2019 | 04/2019 |
| Porsche, Audi, Mercedes Of Melbourne | Melbourne | FL | 05/2019 | 08/2019 |
| Unemployed | Viera | FL | 09/2021 | 05/2022 |
| Citigroup | Jacksonville | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-11 |
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