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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-06-26 |
Branch Locations
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
Darien, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Naperville | IL | 10/2007 | Present |
| J.P. Morgan Securities Llc | Naperville | IL | 10/2012 | Present |
| Citigroup | Downers Grove | IL | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-30 |
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