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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2009-06-26 |
Branch Locations
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
Cwm Retail, Sales 1316 Broadway, Hewlett, NY 11557 • United States
Citi Retail Banking 4881 Merrick Road, Massapequa Park, NY 11762 • United States
Massapequa, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Plainview | NY | 05/2007 | Present |
| Morgan Stanley Smith Barney | Garden City | NY | 06/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-04 |
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