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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
Branch Locations
Citi Wealth Management, Nic 100 Citibank Dr, Fl 2, San Antonio, TX 78245 • United States
Palmdale, CA • United States
Cwm Retail, Sales 700 Brand Blvd., Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi | New York | NY | 07/2022 | Present |
| Starbucks | New York | NY | 05/2022 | 07/2022 |
| New York Life | New York | NY | 08/2021 | 06/2022 |
| Lowes | Pittston | PA | 02/2020 | 08/2021 |
| Tunkhannock Area School District | Tunkhannock | PA | 03/2013 | 06/2019 |
| Amazon | Pittston | PA | 08/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
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