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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-07 |
Branch Locations
Cwm Retail, Sales 120 E. Sunrise Highway, Lindenhurst, NY 11757 • United States
Cwm Retail, Sales 684 Middle Country Road, Selden, NY 11784 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States
Citi Retail Banking 5801 Sunrise Highway, Holbrook, NY 11741 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Citigroup | Melville | NY | 09/2021 | Present |
| M&T Bank | East Farmingdale | NY | 02/2020 | 09/2021 |
| Astoria Federal Savings / Sterling National Bank | Medford | NY | 04/2011 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-06 |
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