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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-10-26 |
Branch Locations
Citi Wealth Management, Service/Ops 153 E 53Rd St, 25Th Fl., New York, NY 10022 • United States
Cwm Retail, Sales 399 Post Rd West & 604 West, Westport, CT 06880 • United States
Fairfield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroupglobal Markets | New York | NY | 10/2011 | 11/2020 |
| Morgan Stanley | Stamford | CT | 11/2020 | 02/2022 |
| Citigroup | New York | NY | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-18 |
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