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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-18 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue - 02, Fort Lee, NJ 07024 • United States
Cwm Retail, Sales 441 Columbus Ave, New York, NY 10024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | New York | NY | 11/2015 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn | NY | 07/2018 | 01/2019 |
| Bank Of America, N.A. | Brooklyn | NY | 07/2018 | 01/2019 |
| Unemployed | Miami | NY | 05/2018 | 07/2018 |
| Morgan Stanley | New York | NY | 01/2019 | 02/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2019 | 02/2022 |
| Citigroup | New York | NY | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-23 |
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