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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-20 |
Branch Locations
Cwm Retail, Sales 2301 Jericho Turnpike, Garden City Park, NY 11040 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Williston Park | NY | 11/2013 | 12/2023 |
| Jp Morgan Securities Llc | Williston Park | NY | 11/2013 | 12/2023 |
| Lpl Financial Llc | Long Island City | NY | 02/2024 | 03/2024 |
| Webster Investments | Long Island City | NY | 02/2024 | 03/2024 |
| Citizens Securities, Inc. | Melville | NY | 03/2024 | 06/2026 |
| Citigroup Global Markets, Inc. | Garden City Park | NY | 07/2026 | Present |
02/2024 / Jason Hoffman-Notary / Notary / Investment Related / 0 hrs mth / 0 hrs during trading. Date of Initial Involvement: 03/10/2014
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-01 |
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