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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-29 |
Branch Locations
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
Citi Retail Banking 69 W. Washington, Chicago, IL 60602 • United States
Cwm Retail, Sales 100 S. Michigan Ave., Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Woodland Hills | CA | 04/2016 | 04/2017 |
| J.P. Morgan Chase Bank, N.A. | Northbrook | IL | 07/2019 | 10/2020 |
| J.P. Morgan Securities, Llc | Northbrook | IL | 07/2019 | 10/2020 |
| Swissport, Inc | Chicago | IL | 05/2019 | 06/2019 |
| Axa Advisors | Woodland Hills | CA | 04/2016 | 04/2017 |
| Uber | Los Angeles | CA | 09/2015 | 08/2018 |
| Uber | Orlando | FL | 09/2018 | 12/2018 |
| Uber | Chicago | IL | 12/2018 | 05/2019 |
| Citibank | Chicago | IL | 12/2022 | Present |
| Uber | Chicago | IL | 11/2020 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-13 |
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