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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-11
CT RA APPROVED 2014-06-19
NJ RA APPROVED 2012-07-03
  • FL RA
    APPROVED
    Since 2025-12-11
  • CT RA
    APPROVED
    Since 2014-06-19
  • NJ RA
    APPROVED
    Since 2012-07-03

Branch Locations

Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States

Boynton Beach, FL • 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 Plainview NY 05/2012 Present
  • 05/2012 → Present
    Citigroup Global Markets
    Plainview, NY
Previous Registrations
  • 2007-05-15 → 2012-04-10
    Middle Island, NY
    Melville, NY
    Commack, NY
    Huntington Station, NY
    East Northport, NY
    Merrick, NY
    Huntington, NY
    East Setauket, NY
    Centereach, NY
    Port Jefferson, NY
    Patchogue, NY
    Southampton, NY
    South Setauket, NY
    Smithtown, NY
    Middle Island, NY
    Hauppauge, NY
    Lake Ronkonkoma, NY
    Bellport, NY
    Bay Shore, NY
    Miller Place, NY
    Mastic, NY
    Huntington, NY
    Bohemia, NY
    Hampton Bays, NY
    West Babylon, NY
    S. Setauket, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-11
S63 Uniform Securities Agent State Law Examination 1989-01-25
  • S65 Uniform Investment Adviser Law Examination
    2025-11-11
  • S63 Uniform Securities Agent State Law Examination
    1989-01-25

View on SEC IAPD

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