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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED_RES | 2025-05-28 |
| LA | RA | APPROVED | 2012-12-03 |
| DC | RA | APPROVED | 2007-05-29 |
| MD | RA | APPROVED | 2007-05-29 |
| VA | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 1775 Pennsylvania, Washington, DC 20006 • United States
Cwm Retail, Sales 5700 Connecticut Ave Nw, Washington, DC 20015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Washington | DC | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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