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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-11 |
Branch Locations
Cwm Retail, Sales 6 Montgomery Village Ave, Gaithersburg, MD 20879 • United States
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 04/2021 | 01/2024 |
| Jp Morgan Chase & Co. | Bethesda | MD | 01/2021 | 03/2021 |
| University Of Maryland | College Park | MD | 06/2016 | 08/2020 |
| Unemployed | Bethesda | MD | 09/2020 | 12/2020 |
| Bolton Securities Corp | Bolton | MA | 07/2022 | 01/2024 |
| Charles Schwab & Co., Inc. | Washington | DC | 01/2024 | 02/2026 |
| Charles Schwab Bank, Ssb | Washington | DC | 01/2024 | 02/2026 |
| Archer Investment Corp | Carmel | IN | 02/2026 | 05/2026 |
| Unemployed | Chevy Chase | MD | 05/2026 | 07/2026 |
| Citigroup Global Markets, Inc. | Rockville | MD | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-18 |
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