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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 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2014-06-23 |
Branch Locations
Citi Wealth Management, Sales 153 E. 53Rd St, New York, NY 10022 • United States
Cwm Retail, Sales 660 Fifth Ave, New York, NY 10103 • United States
Fort Lee, NJ • 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 | Bronx | NY | 06/2014 | Present |
OA name: 41 Markham Circle Rental Property, Nature: (Real Estate), (Investment-related: Yes, Location: Englewood, NJ, started 08/01/2024), Title: LANDLORD, Duties: LANDLORD / RENTAL INCOME / PROPERTY HELD IN PERSONAL NAME, Hours: (0 trading hours/month, 1-5 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-15 |
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