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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
Cwm Retail, Sales One Broadway, New York, NY 10004 • United States
Citi Wealth Management, Sales 153 E. 53Rd Street Aka 601 Lexington Ave, New York, NY 10022 • United States
Citi Retail Banking 176 Water Street, New York, NY 10038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 01/2015 | 06/2018 |
| Jpmorgan Chase Bank | New York | NY | 01/2015 | 06/2018 |
| Citigroup | New York | NY | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-17 |
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