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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-16 |
Branch Locations
Cwm Retail, Sales 684 Middle Country Road, Selden, NY 11784 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntington Station | NY | 04/2018 | 06/2022 |
| Bank Of America, N.A. | Huntington Station | NY | 04/2018 | 06/2022 |
| Pnc Bank | Garden City | NY | 05/2016 | 04/2018 |
| Citigroup | Brentwood | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-24 |
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