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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| FL | RA | APPROVED | 2024-12-02 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2017-07-31 |
Branch Locations
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 10086 Jog Road, Boynton Beach, FL 33437 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Summit | NJ | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 11/2016 | 07/2017 |
| Citigroup | Suffern | NY | 07/2017 | Present |
Wetherby Management LLC; Investment-related; Nature: LLC personal rental property-2539 rising hill dr Saylorsburg PA 18353; Saylorsburg PA ; Started: January 1, 2025; Title: Managing owner; Duties: Own real estate; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-13 |
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