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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| NY | RA | APPROVED | 2023-11-30 |
Branch Locations
Cwm Retail, Sales 52 East 14Th Street, New York, NY 10003 • United States
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
Fairfield, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2023 | 11/2023 |
| Bank Of America, N.A. | New York | NY | 02/2023 | 11/2023 |
| Citigroup | New York | NY | 11/2023 | Present |
OA name: KCloudyfitness, Nature: Fitness Youtube channel., (Investment-related: No, Location: Fairfield, NJ, started 02/16/2026), Title: Content creator, Duties: Self-No source of income at this time. It is just a fitness channel in which I will be uploading 1-2 youtube videos a month describing my fitness journey leading up to a bodybuilding show., Hours: (0 trading hours, 1-5 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-08 |
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