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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-21 |
Branch Locations
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
Cwm Retail, Sales 25-47 Parsons Blvd, Flushing, NY 11354 • United States
New Hyde Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Flushing | NY | 10/2012 | 08/2018 |
| Gelivable Agency Services | Flushing | NY | 11/2015 | 06/2022 |
| Jp Morgan Securities Llc | Flushing | NY | 08/2018 | 04/2023 |
| Citigroup | Flushing | NY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-11 |
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