Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-05-20
NY RA APPROVED 2021-08-17
NJ RA APPROVED 2020-07-06
  • CT RA
    APPROVED
    Since 2022-05-20
  • NY RA
    APPROVED
    Since 2021-08-17
  • NJ RA
    APPROVED
    Since 2020-07-06

Branch Locations

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States

Yorktown, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Brooklyn NY 08/2011 Present
  • 08/2011 → Present
    Citigroup Global Markets
    Brooklyn, NY
Previous Registrations
  • 2005-02-16 → 2006-05-12
    Voya Financial Partners, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-01
S63 Uniform Securities Agent State Law Examination 2004-10-12
  • S65 Uniform Investment Adviser Law Examination
    2020-07-01
  • S63 Uniform Securities Agent State Law Examination
    2004-10-12

View on SEC IAPD

More in Greenwich, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor