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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 |
| CT | RA | APPROVED | 2007-05-29 |
| FL | RA | APPROVED | 2007-05-29 |
| PA | RA | APPROVED | 2007-05-29 |
Branch Locations
Cwm Retail, Sales 734 3Rd Avenue, New York, NY 10017 • United States
Malverne, 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. | New York | NY | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-05 |
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