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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| CT | RA | APPROVED | 2017-05-26 |
Branch Locations
Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States
Cwm Retail, Sales 1275 Post Road, Fairfield, CT 06824 • United States
Shelton, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Fairfield | CT | 03/2010 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2017 |
| Citigroup | Fairfield | CT | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-18 |
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