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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-23 |
| IL | RA | APPROVED | 2018-09-10 |
Branch Locations
Cwm Retail, Sales 4749 Golf Rd, Skokie, IL 60076 • United States
Cwm Retail, Sales 1825 Lake Cook Road, Northbrook, IL 60062-1398 • United States
Citi Wealth Management, Sales 227 West Monroe St, Chicago, IL 60606 • United States
Downers Grove, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorganchase Bank Na | Western Springs | IL | 07/2008 | 09/2018 |
| J.P. Morgan Securities Llc | Chicago | IL | 10/2012 | 09/2018 |
| Citigroup | Skokie | IL | 09/2018 | Present |
Rental Property (4133) - Downers Drove, IL; Investment-related; Affiliation started 12/16/2019; Title: Owner/Landlord; Duties: Maintaining property when needed; No time is devoted during securities trading hours; 1 hour is devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-06 |
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