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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 | 2021-08-17 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Cwm Retail, Sales 2 Mott Street, New York, NY 10013 • United States
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
New Hyde Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 05/2007 | Present |
Rental Property (236)- Staten Island, NY; Investment-related; Affiliation started 06/15/2017; Title: Owner; Duties: Property maintenance; No time is devoted to the rental each month during or outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-17 |
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