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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 |
| TX | RA | APPROVED_RES | 2012-12-06 |
| CA | RA | APPROVED | 2007-05-29 |
| FL | RA | APPROVED | 2007-05-29 |
| NJ | RA | APPROVED | 2007-05-29 |
Branch Locations
Cwm Retail, Sales 5671 Riverdale Avenue, Bronx, NY 10471 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ 07024 • United States
Edgewater, NJ • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Bronx | NY | 05/2007 | Present |
NAME OF OUTSIDE BUSINESS: PINETREE ENTERPRISES LLC IS BUSINESS INVESTMENT RELATED (Y/N):Y ADDRESS OF OUTSIDE BUSINESS (CITY, STATE): 7 BROAD AVE, PALISADES PARK, NJ DATE AFFILIATION BEGAN: 03/23/10 YOUR TITLE:SILENT INVESTOR YOUR DUTIES (BRIEF):N/A # HOURS DEVOTED EACH MONTH DURING SECURITY TRADING HOURS:0 # HOURS DEVOTED EACH MONTH OUTSIDE OF SECURITY TRADING HOURS:0 A RESPONSE IS REQUIRED EVEN IF YOUR ANSWER TO QUESTION 13 IS NO. THANK YOU!
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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