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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-01-12 |
Branch Locations
Cwm Retail, Sales 399 Post Rd West & 604 West, Westport, CT 06880 • United States
Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 01/2015 | 10/2018 |
| Bank Of America, N.A. | Garden City | NY | 08/2015 | 12/2021 |
| Citigroup | Westport | CT | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-13 |
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