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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-14 |
Branch Locations
Cwm Retail, Sales 400 Commack Rd, Deer Park, NY 11729 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Cwm Retail, Sales 1198 Deer Park Avenue, North Babylon, NY 11703 • United States
Cwm Retail, Sales 2301 Jericho Turnpike, Garden City Park, NY 11040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Capital Corp | New York | NY | 02/2015 | 02/2018 |
| Forte Capital Group/National Securities Corp | New York | NY | 02/2018 | 12/2019 |
| Nylife Securities Llc | Lake Success | NY | 01/2020 | 11/2021 |
| New York Life Insurance Co | Lake Success | NY | 12/2019 | 11/2020 |
| United Mortgage Company | Woodbury | NY | 11/2020 | 08/2021 |
| Citi Bank | Syosset | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-28 |
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