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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2019-06-06 |
Branch Locations
Cwm Retail, Sales 170 West 72Nd Street, New York, NY 10023 • United States
Citi Retail Banking 123 East 86Th Street, New York, NY 10028 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue - 02, Fort Lee, NJ 07024 • 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 |
|---|---|---|---|---|
| Citizens Securities Inc. | Voorhees | NJ | 03/2012 | 03/2018 |
| Raymond James Financial Services, Inc. | Rockaway | NJ | 03/2018 | 04/2019 |
| Raymond James Financial Services Advisors, Inc. | Rockaway | NJ | 03/2018 | 04/2019 |
| Fulton Bank | Rockaway | NJ | 03/2018 | 04/2019 |
| Fulton Financial Advisors | Rockaway | NJ | 03/2018 | 04/2019 |
| Specific Solutions | Rockaway | NJ | 11/2018 | 04/2019 |
| Citi Wealth Management | New York | NY | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-28 |
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