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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-07 |
Branch Locations
Citi Wealth Management, Sales 1 Reckson Plaza, G, , Uniondale, NY 11556 • United States
Citi Retail Banking 1060 Hempstead Turnpike, Franklin Square, NY 11010 • United States
Citi Retail Banking 215 Jericho Turnpike, Floral Park, NY 11001 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Garden City Park | NY | 07/2014 | 11/2016 |
| Wells Fargo Bank, Na | Garden City Park | NY | 07/2014 | 02/2018 |
| Wells Fargo Clearing Services, Llc | Garden City Park | NY | 11/2016 | 02/2018 |
| Hsbc Bank Usa, N.A. | New York | NY | 02/2018 | 03/2021 |
| Hsbc Securities (Usa) Inc. | New York | NY | 03/2018 | 03/2021 |
| First Republic Bank | New York | NY | 04/2021 | 08/2023 |
| First Republic Securities Company, Llc | New York | NY | 10/2021 | 08/2023 |
| Citigroup | Floral Park | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-18 |
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