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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-10 |
Branch Locations
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
Cwm Retail, Sales 5 Court Square, Long Island City, NY 11101 • United States
Cwm Retail, Sales 87-11 Queens Blvd, Elmhurst, NY 11373 • United States
Cwm Retail, Sales 38-18 Queens Blvd, Long Island City, NY 11101 • United States
New Hyde Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc | Flushing | NY | 04/2016 | 01/2018 |
| Jp Morgan Chase Bank N.A. | Fresh Meadows | NY | 01/2018 | 11/2022 |
| Scottrade Investment Management | Flushing | NY | 03/2017 | 01/2018 |
| Citigroup | Queens | NY | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-13 |
| S66 | Uniform Combined State Law Examination | 2004-07-27 |
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