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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2015-05-15 |
Branch Locations
Citi Retail Banking 330 Madison Avenue, New York, NY 10017 • United States
Citi Wealth Management, Sales 153 E. 53Rd Aka 601 Lexington Avenue, 25Th Fl, New York, NY 10022 • United States
Manalapan, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 05/2015 | Present |
Jade Management Services LLC; Not Investment-related; Nature: Jade Management will be a medical management company focused on running a cosmetic medical clinic offering services such as IV replacement, Botox and Hormone optimization. ; Manalapan, NJ; Started: 6/1/2023; Title: Marketing Manager; Duties: As Marketing Manager I will consult Jade Management LLC by creating marketing strategies to expand their customer base such as events to attend, social media ideas (I will not be posting just strategies), and recommending community events to remain engage in the community.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// Pagan Properties LLC; Investment-related; Nature: Real Estate Rental Properties and Real Estate Private Investments ; Manalapan, NJ; Started: October 29, 2024; Title: Owner; Duties: I will use this LLC to hold future rental real estate properties or any real estate investment income from any private real estate deal I invest in; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours./// Rental Property Wilton Manor FL ; Investment-related; Started: February 3, 2025; Title: Owner; Duties: I plan on renting out my second home for short term rentals through a management company (I have not chosen yet) which will use Airbnb ; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-04 |
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