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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| NY | RA | APPROVED | 2023-01-03 |
Branch Locations
Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States
Cwm Retail, Sales 78-82 So. Greeley Avenue, Chappaqua, NY 10514 • United States
Chappaqua, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase Investment Services Corp | New York | NY | 02/2005 | 06/2017 |
| J.P. Morgan Securities Llc | White Plains | NY | 06/2017 | 11/2022 |
| Citigroup Global Markets Inc. | Chappaqua | NY | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-16 |
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