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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-25 |
Branch Locations
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
Cwm Retail, Sales 250 Broadway, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Door Dash | Philadelphia | PA | 09/2020 | 12/2020 |
| Wsfs Bank | Delran | NJ | 06/2020 | 09/2020 |
| (Student) At Rutgers University New-Brunswick | New Brunswick | NJ | 09/2019 | 05/2020 |
| Carrabba's Italian Grill | Maple Shade | NJ | 05/2019 | 09/2019 |
| Rutgers University New-Brunswick | New Brunswick | NJ | 09/2018 | 05/2019 |
| Mullen Law | Cherry Hill | NJ | 05/2018 | 09/2018 |
| Rutgers University New-Brunswick | New Brunswick | NJ | 09/2017 | 05/2018 |
| Salmon Ricchezza Singer & Turchi Llp | Sewell | NJ | 05/2017 | 09/2017 |
| Rutgers University New-Brunswick | New-Brunswick | NJ | 09/2016 | 05/2017 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2020 | 06/2023 |
| Cetera Investment Advisers Llc | Philadelphia | PA | 01/2023 | 06/2023 |
| Franklin Distributors, Llc | New York | NY | 06/2024 | 10/2024 |
| Franklin Templeton Institutional, Llc | New York | NY | 06/2023 | 06/2024 |
| Adp, Inc. | Florham Park | NJ | 10/2024 | 10/2025 |
| Adp Broker-Dealer, Inc. | Florham Park | NJ | 10/2024 | 10/2025 |
| Citigroup | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
| S66 | Uniform Combined State Law Examination | 2023-01-17 |
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