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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Fl 2, Fort Lee, NJ 07024 • United States
2014 Bartow Avenue, Bronx, New York, NY 10475 • United States
Cwm Retail, Sales 1764-1770 Crosby Avenue, Bronx, NY 10461 • United States
Citi Retail Banking 1800 Williamsbridge Road, Bronx, NY 10461 • 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 |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | Bronx | NY | 01/2013 | 04/2021 |
| Hsbc Bank Usa, N.A. | Bronx | NY | 08/2016 | 04/2021 |
| M&T Securities, Inc | Mamaroneck | NY | 04/2021 | 06/2021 |
| Lpl Financial Llc | Mamaroneck | NY | 06/2021 | 02/2025 |
| Citigroup Global Markets Inc | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-22 |
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