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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2019-10-31 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 1258 Wisconsin Avenue, Nw, Washington, DC 20007 • United States
Washington, DC • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Capital One Investing, Llc | Bethesda | MD | 04/2015 | 05/2018 |
| Capital One Advisors, Llc | Bethesda | MD | 04/2015 | 05/2018 |
| Pruco Securities, Llc | Bethesda | MD | 05/2018 | 08/2019 |
| The Prudential Insurance Company Of America | Bethesda | MD | 05/2018 | 08/2019 |
| Citigroup | Washington | DC | 09/2019 | Present |
Andersonville Trust; Rental real estate; Investment-related; Washington, DC; Affiliation started 05/15/2013; Owner; Duties: Maintain and rent property; 5 hours are devoted each month during securities trading hours; 5 hours are devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-01 |
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