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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-23 |
Branch Locations
Cwm Retail Sales 2001 N. Halsted Street, Chicago, IL 60614 • United States
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M1 Finance | Chicago | IL | 11/2021 | 04/2025 |
| New York Life | St. Louis | MO | 07/2021 | 11/2021 |
| Edward Jones | St Louis | MO | 03/2020 | 07/2021 |
| Global Brew Tap House | St Louis | IL | 02/2019 | 09/2019 |
| Topgolf | St Louis | MO | 10/2018 | 03/2020 |
| International Tap House | Columbia | MO | 10/2017 | 10/2018 |
| Complete Wedding + Events | Columbia | MO | 05/2017 | 08/2018 |
| University Of Missouri | Columbia | MO | 08/2014 | 08/2018 |
| Citigroup | Chicago | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-27 |
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