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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States
Cwm Retail, Sales 332 Route 100 North, Somers, NY 10589 • United States
Ridgefield, CT • 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 |
|---|---|---|---|---|
| Essex National Securities, Inc. | Lake Success | NY | 07/1999 | Present |
| Greenpoint Securities Llc | Lake Success | NY | 01/2004 | Present |
| Nfb Investment Services Corp. | Melville | NY | 01/2005 | Present |
| Capital One Sharebuilder, Inc. | Scarsdale | NY | 01/2015 | Present |
| Sharebuilder 401K | Seattle | WA | 01/2015 | Present |
| Citigroup | Somers | NY | 06/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-30 |
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