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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-07-23 |
| MD | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED_RES | 2026-05-07 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 4760 Bethesda Ave, Bethesda, MD 20814 • United States
Cwm Retail, Sales 1101 Pennsylvania Ave Nw, Fl 05, Washington, DC 20004 • United States
Silver Spring, MD • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Bethesda | MD | 06/2009 | 04/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2026 |
| Citigroup Global Markets Inc | Rockville | MD | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-07 |
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