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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 |
| FL | RA | APPROVED | 2019-04-30 |
Branch Locations
Cwm Retail, Sales 4055 North Federal Highway, Boca Raton, FL 33431 • United States
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 101 E. Camino Real, Suite 112, Boca Raton, FL 33432 • United States
Royal Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Pittsburgh | PA | 02/2016 | 10/2018 |
| Citigroup | Baco Raton | FL | 11/2018 | Present |
OA name: Amg Capital LLC, Nature: Investments (Investment-related: Yes, Location: Royal Palm Beach, FL, started 02/08/2019), Title: Member, Duties: none, Hours: (0 during trading hours/month, 0 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-30 |
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