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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 |
| TX | RA | APPROVED_RES | 2012-12-06 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
Cwm Retail, Sales 39-01 Bell Boulevard, Bayside, NY 11361 • United States
Cwm Retail, Sales 69-80 188Th Street, Fresh Meadows, NY 11365 • United States
Flushing, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Fresh Meadows | NY | 05/2007 | Present |
Rental Property - Hampton Bays, NY; Investment-related; Affiliation started 08/15/2014; Title: Owner; Duties: Landlord; No time is devoted to the rental each month during securities trading hours; 1 hour is devoted to the rental each month outside of securities trading hours. ///// Rental Property - Flushing, NY; Investment-related; Affiliation started 01/01/2012; Title: Homeowner; Duties: Landlord; No time is devoted to the rental each month during securities trading hours; 1 hour is devoted to the rental each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
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