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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| OR | RA | APPROVED | 2021-12-17 |
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States
Cwm Retail, Sales 725 White Plains Road, Scarsdale, NY 10583 • United States
Cwm Retail, Sales 711 East Boston Post Road, Mamaroneck, NY 10543 • United States
Harrison, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Scarsdale | NY | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-28 |
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