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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-07 |
Branch Locations
Cwm Retail, Sales 80-19 Roosevelt Ave, Jackson Heights, NY 11372 • United States
Cwm Retail, Sales 37-57 74Th Street, Jackson Heights, NY 11372 • United States
Citi Wealth Management, Sales 1 Reckson Plaza, G, , Uniondale, NY 11556 • United States
Citi Retail Banking 51-31 Northern Boulevard, Woodside, NY 11377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase & Co. | New York | NY | 10/2010 | 05/2017 |
| Retrieval Masters Creditors Bureau | Elmsford | NY | 01/2018 | 11/2018 |
| Unemployed | New York | NY | 06/2017 | 12/2017 |
| Equitable Advisors Llc | New York | NY | 01/2021 | 06/2023 |
| Andrew Chrisomalis | New York | NY | 04/2023 | 06/2023 |
| New York Life Insurance Company | New York | NY | 11/2023 | 07/2024 |
| Nylife Securities Llc | New York | NY | 10/2023 | 07/2024 |
| Eagle Strategies Llc | New York | NY | 02/2024 | 07/2024 |
| J.P. Morgan Securities Llc | New York | NY | 07/2024 | 11/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2024 | 11/2025 |
| Massachusetts Mutual Life Insurance Co | New York | NY | 09/2021 | 07/2024 |
| Unemployed | New York | NY | 12/2018 | 10/2020 |
| Equitable Life Insurance Company | New York | NY | 11/2020 | 04/2023 |
| Citigroup | Woodside | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-19 |
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