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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 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Cwm Retail, Sales 1000 Willis Avenue, Albertson, NY 11507 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Fort Salonga, NY • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Jamaica | NY | 05/2007 | Present |
Driftwood Unit 10, LLC.; Not Investment-related; Nature: Purchasing new property for rental income.; Montauk, NY; Started: April 12, 2024; Title: Member.; Duties: Collecting rental income and using for personal vacation use.; 0. hours are devoted each month during securities trading hours; 1-2 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-28 |
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