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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-18 |
Branch Locations
Park Ridge, IL • United States
Park Ridge, IL • United States
Cwm Retail, Sales 4749 Golf Rd, Skokie, IL 60076 • United States
Citi Wealth Management, Sales 227 West Monroe St, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Skokie | IL | 09/2015 | 11/2016 |
| Stevee Mengyan | Skokie | IL | 09/2016 | 12/2016 |
| Jp Morgan Chase Bank | Park Ridge | IL | 01/2017 | 06/2025 |
| Jp Morgan Securities, Llc | Park Ridge | IL | 01/2017 | 06/2025 |
| Citigroup Global Markets Inc | Skokie | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-23 |
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