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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-22 |
Branch Locations
Cwm Retail, Sales 18 East Main Street, Smithtown, NY 11787 • United States
Cwm Retail, Sales 250 Conklin St., Farmingdale, NY 11735 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Cwm Retail, Sales 300 Walt Whitman Road, Huntington Station, NY 11746 • United States
Bellmore, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resource Group | Charlotte | NC | 01/2016 | 04/2025 |
| Lpl Financial, Llc | Oceanside | NY | 03/2016 | 04/2025 |
| Sterling National Bank (Formerly: Astoria Bank) | Oceanside | NY | 03/2016 | 04/2025 |
| Citigroup | South Huntington | NY | 04/2025 | Present |
OA name: Emersons Endeavor LLC, Nature: applying for LLC to potentially purchase real estate investments in the future (Investment-related: Yes, Location: Bellmore, NY, started 03/23/2026), Title: Owner, Duties: attempt to create passive income, Hours: (0 during trading hours/month, 0 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-25 |
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