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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| NY | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 153 E. 53Rd St, New York, NY 10022 • United States
Cwm Retail, Sales 170 West 72Nd Street, New York, NY 10023 • United States
Merrick, 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 |
Rental Property - Jupiter, FL; Investment-related; Affiliation started April 2015; Title/Duties: Owner - pay bills; No time is devoted to the rental each month during security trading hours; 30 mins are devoted to the rental each month outside of security trading hours////318-320 Kaatskill Mountain Club, Hunter NY; Investment Related; Hunter, NY; Affiliation Started 06/15/2018; Title: Owner; Duties: rented and used for leisure by me and my family; 0 hours devoted to rental property during and outside of security trading hours.///// Vacation Rental Property - Kismet, NY; Investment-related; Affiliation started on 06/18/2021; Title: Owner; Duties: Owner; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-21 |
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