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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-05-05 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 1258 Wisconsin Avenue, Nw, Washington, DC 20007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Annandale | VA | 05/2021 | 02/2022 |
| Wells Fargo Bank, Na | Waldorf | MD | 07/2019 | 02/2025 |
| Chase Bank | District Of Columbia | DC | 11/2018 | 07/2019 |
| Wells Fargo Bank | Henderson | NV | 03/2016 | 06/2017 |
| Wells Fargo Bank | District Of Columbia | DC | 06/2017 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Waldorf | MD | 08/2022 | 02/2025 |
| Citigroup | Washington Dc | DC | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
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