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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2009 | 09/2023 |
| Citigroup | New York | NY | 09/2023 | Present |
//Liontree LLC,Florida,West Palm Beach; Investment Related: N; Started: 2024-08-23; Title: Owner; Duties: Will be forming personal use LLC to hold Toftrees apartments and maybe other real estate in the future. May also be transferring ownership of inherited interests in Deerfield Development Company LLC & Valley Vista Development Company LLC; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////Valley Vista Development Company LLC,Pennsylvania,State College; Investment Related: N; Started: 2024-08-23; Title: Inherited owner; Duties: Inheriting from father's estate settlement; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-07 |
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