Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-28
NY RA APPROVED 2021-08-17
CA RA APPROVED 2007-05-29
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • NY RA
    APPROVED
    Since 2021-08-17
  • CA RA
    APPROVED
    Since 2007-05-29

Branch Locations

Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States

Cwm Retail, Sales 5 Court Square, Long Island City, NY 11101 • United States

Citi Retail Banking 107-01 71St Avenue, Forest Hills, NY 11375 • United States

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Forest Hills NY 05/2007 Present
Previous Registrations
  • 2004-12-06 → 2007-05-29
    Citicorp Investment Services
    Forest Hills, NY
    Forest Hills, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-02
S63 Uniform Securities Agent State Law Examination 1992-01-27
  • S65 Uniform Investment Adviser Law Examination
    2002-12-02
  • S63 Uniform Securities Agent State Law Examination
    1992-01-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Long Island City, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor