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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
New Hyde Park, NY • United States
New Hyde Park, NY • United States
Citi Retail Banking 5801 Sunrise Highway, Holbrook, NY 11741 • United States
Cwm Retail, Sales 730 Veterans Memorial Highway, Hauppauge, NY 11788 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck | NY | 09/2015 | 12/2016 |
| Bank Of America, N.A. | Great Neck | NY | 09/2015 | 12/2016 |
| Capital One Investing Llc | Melville | NY | 12/2016 | 04/2018 |
| Citigroup Global Markets Inc | Melville | NY | 04/2018 | Present |
Sireci Studios; Voice Lessons/Performing; Not investment related; New Hyde Park, NY; Affiliation Start Date: 11/1/2018; Title: Voice Instructor/Performer; Teach voice lessons to prospective students and perform at church organizations and theaters; 0 hours devoted to the outside business each month during securities trading hours; 25 hour devoted to the outside business each month outside of securities trading hours. OA name: L'ARIA STUDIOS, Nature: Voice Lessons/ Performing (Investment-related: No, Location: Mineola, NY, started 09/15/2022), Title: Voice Instructor/ Performer, Duties: Teach voice lessons to prospective students and perform at church organizations and theaters, Hours: (0 during trading hours/month, 5-10 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-07 |
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