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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-09 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States
Wilton, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Long Island City | NY | 05/2007 | Present |
CAA Remsen LLC (Rental Property); Business is investment-related; Maspeth, NY; Affiliation started 12/02/2016; Title: Owner; Duties: Landlord; No time is devoted to the business each month during security trading hours; 2 hours are devoted to the business each month outside of security trading hours./// Rental Property New York, NY; Investment-related; Started: May 1, 2025; Title: Owner of property; Duties: Passive ; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours./// OA name: 204 Westport Avenue LLC, Nature: this is a mixed use rental property (Investment-related: Yes, Location: Norwalk, CT, started 05/01/2026), Title: owner, Duties: Manage rental property with my sister, collect rents, resolve maintenance issues, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-07 |
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