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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-13 |
Branch Locations
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
Chatham, NJ • United States
Cwm Retail, Sales 101 West 23Rd St, New York, NY 10013 • United States
Cwm Retail, Sales 717 Avenue Of The Americas, New York, NY 10010 • 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 |
|---|---|---|---|---|
| Icbc Bank | Dover | NJ | 08/2017 | 08/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2018 | 02/2020 |
| Cetera Investment Advisers Llc | New York | NY | 05/2018 | 02/2020 |
| Unemployed | Dover | NJ | 07/2016 | 08/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2020 | 08/2023 |
| Cetera Investment Advisers Llc | New York | NY | 07/2020 | 08/2023 |
| Citigroup | New York | NY | 09/2023 | Present |
505 Mount Hope Ave., Dover, NJ 07801; Investment-Related; Rental Property; Owner; Started: 10/01/2021; Hours devoted to other business outside of securities trading hours per month: 1-5; Hours devoted to other business during securities trading hours per month: 0; Duties: Managing rental business with my husband Adam Alster/////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-26 |
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