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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-22 |
| NJ | RA | APPROVED | 2024-12-06 |
Branch Locations
Cwm Retail, Sales 95 Pondfield Road, Bronxville, NY 10708 • United States
Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank Na | Fort Lee | NJ | 03/2011 | 04/2024 |
| Unemployed | River Vale | NJ | 05/2024 | 09/2024 |
| Citigroup | Bronxville | NY | 09/2024 | Present |
Rental Property: Cliffside Park, NJ; Investment-related; Started: October 15, 2017; Title: Owner; Duties: Collect rent and maintain the house; 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 | 2020-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-06 |
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