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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
Cwm Retail, Sales 111 Great Neck Road, Great Neck, NY 11021 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • 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 | Great Neck | NY | 02/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-20 |
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