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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-29 |
Branch Locations
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
Cwm Retail, Sales 2 Mott Street, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 01/2023 | Present |
| Khols +Sephora | Macedonia | OH | 05/2022 | 12/2022 |
| New York Life | Independence | OH | 02/2021 | 04/2022 |
| Chase Bank | Hudson | OH | 07/2017 | 07/2020 |
| Unemployed | Streetsbork | OH | 08/2020 | 01/2021 |
| Unemployed | Kent | OH | 01/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-29 |
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