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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 |
Branch Locations
Cwm Retail, Sales 80-19 Roosevelt Ave, Jackson Heights, NY 11372 • United States
Citi Retail Banking 38-17 Main Street, Flushing, NY 11354 • United States
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank N.a. | Flushing | NY | 12/1998 | 10/2016 |
| Citigroup | Flushing | NY | 10/2016 | Present |
First Isle Investment Corp; Investment-related; Nature: Airbnb; Davie, FL; Started: August 9, 2024; Title: Treasurer; Duties: Corporation is being created to purchase a house in Florida to be used as Airbnb and collect rental income. The house will be purchased under the corporation, and I will have 22.5% ownership of the corporation. House closing is expected in early August.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-06 |
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