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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-02-24 |
| FL | RA | APPROVED | 2018-06-18 |
Branch Locations
Cpwm, 201 S. Biscayne Blvd 5Th Fl/Ste 530 & 6Th Fl/Ste 600, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 07/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-11 |
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