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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-24 |
Branch Locations
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
Citi Retail Banking 670 Franklin Avenue, N. Valley Stream, NY 11010 • United States
Citi Retail Banking 1060 Hempstead Turnpike, Franklin Square, NY 11010 • United States
Citi Retail Banking 215 Jericho Turnpike, Floral Park, NY 11001 • United States
Cwm Retail, Sales 2085 Merrick Road, Merrick, NY 11566 • United States
Nesconset, NY • 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 |
|---|---|---|---|---|
| Investment Professionals, Inc. | San Antonio | TX | 01/2016 | 09/2018 |
| Ameriprise Financial Services, Inc | Woodbury | NY | 06/2018 | 05/2019 |
| Santander Bank, Na | Boston | MA | 05/2019 | 08/2021 |
| Santander Securities, Llc | Dorchester | MA | 05/2019 | 08/2021 |
| Citigroup | Floral Park | NY | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-20 |
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