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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-29 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ 07024 • United States
Cwm Retail 702-724 Utica Avenue - 01, Brooklyn, NY 11203 • United States
Cwm Retail, Sales 885 Flatbush Avenue, Brooklyn, NY 11226 • United States
Cwm Retail, Sales 1398 Fulton Street, Brooklyn, NY 11216 • United States
Cwm Retail, Sales 1970-92 Ralph Ave, Brooklyn, NY 11234 • United States
Cwm Retail, Sales 430 Myrtle Ave, Brooklyn, NY 11205 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Little Falls | NJ | 09/2015 | 09/2016 |
| Edward Jones | Mount Arlington | NJ | 10/2016 | 05/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 07/2019 | 09/2021 |
| Massachusetts Mutual Life Insurance Co | Mount Arlington | NJ | 09/2016 | 05/2019 |
| Unemployed | South Orange | NJ | 06/2019 | 06/2019 |
| Citigroup | Irving | TX | 09/2021 | 05/2023 |
| Unemployed | South Orange | NJ | 05/2023 | 08/2023 |
| Citigroup | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-23 |
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