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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-28 |
Branch Locations
Citi Wealth Management, Sales 153 E. 53Rd St, New York, NY 10022 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | White Plains | NY | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | White Plains | NY | 11/2016 | 04/2018 |
| Jp Morgan Securities, Llc | New York | NY | 05/2018 | 03/2025 |
| Citigroup | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-11 |
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