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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| IL | RA | APPROVED | 2015-12-11 |
Branch Locations
Cwm Retail, Sales 25 East Campbell Street, Arlington Heights., IL 60005 • United States
Cwm Retail, Sales 333 East Northwest Highway, Palatine, IL 60067 • United States
Citi Wealth Management, Sales 227 West Monroe St, Chicago, IL 60606 • United States
Inverness, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Crystal Lake | IL | 02/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-15 |
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