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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-15 |
Branch Locations
Citi Wealth Management, Sales 388 Greenwich St, 22Nd Fl, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi | New York | NY | 02/2022 | Present |
| Morgan Stanley | New York | NY | 05/2021 | 02/2022 |
| Capco | New York | NY | 05/2019 | 05/2021 |
| First Derivatives | New York | NY | 09/2017 | 05/2019 |
| Merrill Lynch | West Palm Beach | FL | 05/2017 | 08/2017 |
| University Schooling | Tallahassee | FL | 09/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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