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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-31 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Fl 2, Fort Lee, NJ 07024 • United States
Cwm Retail, Sales 700 Route 17 N., Paramus, NJ 07653 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-03 |
| CT | RA | APPROVED | 2026-01-08 |
| NJ | RA | APPROVED | 2023-04-26 |
Branch Locations
250 Westport Ave, Norwalk, CT 06851 • United States
55 Whitney Ave, New Haven, CT 06510 • United States
371 Tarrytown Rd, White Plains, NY 10607 • United States
73 Mountainview Blvd, Basking Ridge, NJ 07920 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeland Bank | Caldwell | NJ | 02/2011 | 04/2023 |
| Raymond James Financial Services, Inc. | Caldwell | NJ | 05/2016 | 04/2023 |
| Lakeland Financial Services Agency Inc | Caldwell | NJ | 07/2018 | 04/2023 |
| Raymond James Financial Services Advisors, Inc. | Hackensack | NJ | 11/2022 | 04/2023 |
| Affinity Fcu | Basking Ridge | NJ | 04/2023 | 08/2026 |
| Lpl Financial Llc | Basking Ridge | NJ | 04/2023 | 08/2026 |
| Lakeland Financial | Caldwell | NJ | 04/2011 | 04/2023 |
| Lakeland Financial Services | Caldwell | NJ | 04/2011 | 04/2023 |
| Lakeland Financial | Caldwell | NJ | 04/2022 | 04/2023 |
| Lakeland Bank | Caldwell | NJ | 04/2011 | 04/2022 |
| Citigroup Global | New York | NY | 08/2026 | Present |
1) 03/2023 - Affinity Investment Services - DBA for LPL Business (entity for LPL business) - Inv. Related - Basking Ridge, NJ ENDED 08/2026 2) 03/2023 - Notary - Inv. related - Caldwell, NJ - Notary - Start Date 01/01/2023 - 1hr/month STILL A NOTARY 3) 04/05/2024 - Comprehensive Medical - Outside/W-2 Employment - Bookkeeper - Not Investment Related - Home Based - Start Date 10/23/2023 - 5 Hours Per Month/ 0 Hours During Trading: ENDED ON 01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-27 |
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