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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Ocps | Fl | FL | 01/2020 | 02/2024 |
| Concordia University Chicago | Illinois | IL | 08/2019 | 12/2019 |
| School | Orlando | FL | 03/2014 | 08/2019 |
| Chick-Fil-A | Florida | FL | 11/2020 | 01/2021 |
| Nationwide Roofing | Florida | FL | 06/2020 | 08/2020 |
| Fidelity Investments | Jacksonville | FL | 03/2024 | 04/2025 |
| Citigroup | Jacksonville | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-11 |
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