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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-29
  • NY RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2023 → Present
    Citigroup
    New York, NY
  • 05/2022 → 12/2022
    Khols +Sephora
    Macedonia, OH
  • 02/2021 → 04/2022
    New York Life
    Independence, OH
  • 07/2017 → 07/2020
    Chase Bank
    Hudson, OH
  • 08/2020 → 01/2021
    Unemployed
    Streetsbork, OH
  • 01/2015 → 06/2017
    Unemployed
    Kent, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-28
S65 Uniform Investment Adviser Law Examination 2026-01-29
  • S63 Uniform Securities Agent State Law Examination
    2026-02-28
  • S65 Uniform Investment Adviser Law Examination
    2026-01-29

View on SEC IAPD

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