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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
Cwm Retail, Sales 153-16 Tenth Ave, Whitestone, NY 11357 • United States
New York, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spartan Capital Securities Llc | New York | NY | 08/2016 | 08/2018 |
| Infinex Investments, Inc. | Meriden | CT | 08/2018 | 10/2021 |
| Amalgamated Bank | Astoria | NY | 08/2018 | 10/2021 |
| Citigroup | Whitestone | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-06 |
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