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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 05/2016 | 12/2017 |
| Raymond James Financial Services, Inc | New York | NY | 01/2018 | 05/2018 |
| Raymond James Financial Services Advsior, Inc | New York | NY | 01/2018 | 05/2018 |
| Communityamerica Financial Solutions Llc | Lenexa | KS | 04/2018 | 11/2019 |
| United Nations Federal Credit Union Advisors | New York | NY | 05/2018 | 11/2019 |
| Unemployed | Queens | NY | 11/2019 | 09/2020 |
| Citigroup | New York | NY | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-20 |
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