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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 |
Branch Locations
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
Cwm Retail, Sales 388 Greenwich Street - 1 & 24Th Fl, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Staten Island | NY | 05/2007 | Present |
132 West 54th Street LLC.; Investment-related; Nature: Two Family Investment; Bayonne, NJ; Started: January 1, 2018.; Title: Owner.; Duties: Collection of Rent and Property Upkeep, but most duties are performed by the co-owner (Spouse).; 0. hours are devoted each month during securities trading hours; 1-5. hours are devoted each month outside of securities trading hours. ////141 Lexington Ave LLC; Investment-related; Nature: Two Family Investment Property; Bayonne, NJ; Started: 1/1/2018; Title: Owner; Duties: Collection of Rent and Property Upkeep, but most duties are performed by the co-owner (Spouse); No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////183-185 N. Jackson Avenue LLC; Investment-related; Nature: Four Family Investment Property.; Pittsburgh, PA 15206; Started: January 27, 2020.; Title: Owner.; Duties: Collection of rent and property upkeep, but most duties are performed by the co-owner (Spouse).; 0. hours are 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 | 2020-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-22 |
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