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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| IL | RA | APPROVED | 2023-04-17 |
Branch Locations
Citi Retail Banking 1828 North Arlington Heights, Arlington Heights, IL 60004 • United States
Cwm Retail, Sales 225 West Virginia Street, Crystal Lake, IL 60014 • United States
Citi Wealth Management, Sales 227 West Monroe St, Chicago, IL 60606 • United States
Caledonia, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Roscoe | IL | 04/2013 | 03/2023 |
| Citigroup | Crystal Lake | IL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-16 |
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