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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-08 |
Branch Locations
Great Neck, NY • United States
Cwm Retail, Sales 120 West Broadway, New York, NY 10013 • United States
Cwm Retail, Sales 476 Broadway, New York, NY 10013 • United States
Cwm Retail, Sales 52 East 14Th Street, New York, NY 10003 • United States
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn | NY | 12/2018 | 08/2020 |
| Bank Of America, N.A. | Brooklyn | NY | 12/2018 | 08/2020 |
| Td Bank | Howard Beach | NY | 10/2017 | 12/2018 |
| Hsbc Bank | Bayside | NY | 03/2017 | 10/2017 |
| United States Army | Fort Dix | NJ | 04/2011 | 03/2017 |
| Jp Morgan Securities, Llc | Smithtown | NY | 08/2020 | 10/2022 |
| Jp Morgan Chase Bank, N.A. | Smithtown | NY | 08/2020 | 10/2022 |
| Citigroup | New York | NY | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-28 |
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