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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-05 |
Branch Locations
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
Cwm Retail, Sales 2295 N Milwaukee Ave., Chicago, IL 60647 • United States
Cwm Retail, Sales 1 East Oak Street, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 10/2020 | 06/2021 |
| Phaidon International | Chicago | IL | 06/2018 | 03/2020 |
| Iowa House Hotel | Iowa City | IA | 09/2016 | 05/2018 |
| The University Of Iowa | Iowa City | IA | 08/2014 | 05/2018 |
| Unemployed | Chicago | IL | 04/2020 | 09/2020 |
| Jp Morgan Chase Bank N.A. | Chicago | IL | 10/2020 | 06/2021 |
| E*Trade Securities Llc | Chicago | IL | 06/2021 | 04/2024 |
| Morgan Stanley | Chicago | IL | 03/2023 | 04/2024 |
| Morgan Stanley | Chicago | IL | 09/2023 | 04/2024 |
| Citi Bank | Chicago | IL | 01/2025 | Present |
| University Of Iowa Mba | Chicago | IL | 04/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-28 |
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