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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-29 |
Branch Locations
Cwm Retail, Sales 69-80 188Th Street, Fresh Meadows, NY 11365 • United States
Citi Wealth Management, Sales 1 Reckson Plaza, G, , Uniondale, NY 11556 • United States
Cwm Retail, Sales 133-07 Rockaway Blvd, S. Ozone Park, NY 11420 • United States
Cwm Retail 169-21 137Th Ave, Jamaica, NY 11434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Manhasset | NY | 03/2021 | 04/2022 |
| J.P. Morgan Securities Llc | Manhasset | NY | 03/2021 | 04/2022 |
| Bank Of America Corp | New York | NY | 07/2019 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2019 | 06/2019 |
| Shiki Sushi & Yakitori | White Plains | NY | 11/2014 | 04/2019 |
| Unemployed | Flushing | NY | 05/2019 | 05/2019 |
| Unemployed | Flushing | NY | 02/2021 | 02/2021 |
| Bank Of America | New York | NY | 04/2022 | 12/2024 |
| Flushing Bank | Flushing | NY | 02/2025 | 05/2025 |
| Citibank | Fresh Meadows | NY | 05/2025 | Present |
| Unemployment | Flushing | NY | 01/2025 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-14 |
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