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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Garden City | NY | 10/2012 | Present |
| Citigroup Global Markets Inc | Melville | NY | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-10 |
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