Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-18
TX RA APPROVED_RES 2025-05-28
NY RA APPROVED 2021-08-17
NJ RA APPROVED 2017-08-08
  • FL RA
    APPROVED
    Since 2025-08-18
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • NY RA
    APPROVED
    Since 2021-08-17
  • NJ RA
    APPROVED
    Since 2017-08-08

Branch Locations

West Palm Beach, FL • United States

Cwm Retail, Sales 11521 U.S. Hwy. 1, Palm Beach Gardens, FL 33408 • United States

Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Garden City NY 10/2012 Present
Citigroup Global Markets Inc Melville NY 08/2017 Present
Previous Registrations
  • 2012-10-01 → 2017-08-15
    Fort Salonga, NY
    Commack, NY
    Northport, NY
    Hauppauge, NY
    Commack, NY
    Commack, NY
    Rockville Center, NY
    Huntington Station, NY
    Garden City, NY
    Huntington Station, NY
    Roslyn, NY
    Oceanside, NY
    Hicksville, NY
    Great Neck, NY
    Williston Park, NY
    Garden City, NY
    Manhasset, NY
    Manhassett, NY
    Huntington, NY
    Port Washington, NY
    Huntington, NY
    Great Neck, NY
    Great Neck, NY
    Great Neck, NY
    Rockville Centre, NY
    Port Washington, NY
    Greenvale, NY
    Roslyn Heights, NY
    Plainview, NY
    Syosset, NY
    Woodbury, NY
    Plainview, NY
    Mineola, NY
    Mineola, NY
    Glen Head, NY
    East Norwich, NY
    Locust Valley, NY
    Syosset, NY
    Plainview, NY
    Plainview, NY
    Syosset, NY
    Glen Cove, NY
    San Diego, CA
    Levittown, NY
    Westbury, NY
    Westbury, NY
    Levittown, NY
    Jericho, NY
    Hicksville, NY
    Bethpage, NY
    East Meadow, NY
    East Meadow, NY
    Hicksville, NY
    Bethpage, NY
    Hicksville, NY
    Manhasset, NY
    Greenvale, NY
    Westbury, NY
    Westbury, NY
    Massapequa Park, NY
    Massapequa, NY
    Massapequa, NY
    Bellmore, NY
    North Massapequa, NY
    Merrick, NY
    Seaford, NY
    Wantagh, NY
    North Bellmore, NY
    East Meadow, NY
    Merrick, NY
    Massapequa, NY
    Massapequa, NY
    Locust Valley, NY
    North Massapequa, NY
    Woodbury, NY
    Plainview, NY
    East Norwich, NY
    Glen Head, NY
    Syosset, NY
    East Meadow, NY
    Manhasset, NY
    Hicksville, NY
    Levittown, NY
    Seaford, NY
    Wantagh, NY
    North Bellmore, NY
    Massapequa Park, NY
    Westbury, NY
    Westbury, NY
    Levittown, NY
    Jericho, NY
    Hicksville, NY
    Syosset, NY
    Plainview, NY
    Plainview, NY
    Bethpage, NY
    Greenvale, NY
    East Meadow, NY
    Massapequa, NY
    Bethpage, NY
    Glen Cove, NY
    Plainview, NY
    Hicksville, NY
  • 2009-03-17 → 2012-10-01
    Chase Investment Services Corp.
    Roslyn, NY
    Baldwin, NY
    Island Park, NY
    Huntington Station, NY
    Garden City, NY
    Huntington Station, NY
    Rockvile Center, NY
    East Northport, NY
    Commack, NY
    Hauppauge, NY
    Northport, NY
    Commack, NY
    Fort Salonga, NY
    Deer Park, NY
    Brentwood, NY
    Deer Park, NY
    Bay Shore, NY
    Wyandanch, NY
    Mineola, NY
    Bay Shore, NY
    Bohemia, NY
    Bohemia, NY
    Center Moriches, NY
    East Hampton, NY
    Yaphank, NY
    Ronkonkoma, NY
    Shelter Island, NY
    Southhampton, NY
    Riverhead, NY
    Holbrook, NY
    Islip, NY
    Medford, NY
    Brightwaters, NY
    Center Moriches, NY
    Montauk, NY
    Oakdale, NY
    Patchogue, NY
    Riverhead, NY
    Sayville, NY
    Hampton Bays, NY
    Patchogue, NY
    Shirley, NY
    West Babylon, NY
    West Islip, NY
    Bayport, NY
    Bayshore, NY
    Bellport, NY
    North Patchogue, NY
    West Hampton Beach, NY
    West Sayville, NY
    Riverhead, NY
    Greenport, NY
    Medford, NY
    Babylon, NY
    Plainview, NY
    Woodbury, NY
    Syosset, NY
    Plainview, NY
    Roslyn Heights, NY
    Greenvale, NY
    Port Washington, NY
    Rockville Centre, NY
    Great Neck, NY
    Great Neck, NY
    Great Neck, NY
    Huntington, NY
    Port Washington, NY
    Glen Head, NY
    Huntington, NY
    Manhassett, NY
    Manhasset, NY
    Garden City, NY
    Williston Park, NY
    Great Neck, NY
    Hicksville, NY
    Oceanside, NY
    Shirley, NY
    Mattituck, NY
    East Islip, NY
    Holbrook, NY
    Deer Park, NY
    Setauket, NY
    East Setauket, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-11
S63 Uniform Securities Agent State Law Examination 1998-08-10
  • S65 Uniform Investment Adviser Law Examination
    2009-03-11
  • S63 Uniform Securities Agent State Law Examination
    1998-08-10

View on SEC IAPD

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor