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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-15 |
Branch Locations
Cwm Retail, Sales 3295 Sunrise Highway, Wantagh, NY 11793 • United States
Cwm Retail, Sales 2085 Merrick Road, Merrick, NY 11566 • United States
Citi Wealth Management, Sales 1 Reckson Plaza, G, , Uniondale, NY 11556 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stony Brook University Recreation Center | Stony Brook | NY | 04/2015 | 07/2018 |
| West Side Tennis Club | Forest Hills | NY | 07/2012 | 12/2017 |
| Kupi Wealth Management | Jericho | NY | 09/2018 | 07/2019 |
| Woodbury Financial Services, Inc | Jericho | NY | 03/2019 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Merrick | NY | 02/2021 | 01/2024 |
| J.P. Morgan Securities Llc | Merrick | NY | 02/2021 | 01/2024 |
| David Lerner Associates, Inc | Syosset | NY | 11/2019 | 07/2020 |
| Woodbury Financial Services | Jericho | NY | 09/2018 | 07/2019 |
| Unemployed | Middle Village | NY | 08/2018 | 08/2018 |
| Unemployed | Middle Village | NY | 08/2020 | 01/2021 |
| Unemployed | East Northport | NY | 08/2019 | 10/2019 |
| Hsbc Bank Usa National Association | New Hyde Park | NY | 02/2024 | 10/2024 |
| Hsbc Securities (Usa) Inc. | New Hyde Park | NY | 02/2024 | 10/2024 |
| Stony Brook University | New York | NY | 08/2013 | 05/2018 |
| Unemployed | Kew Gardens | NY | 10/2024 | 03/2025 |
| Citibank, N.A. | Merrick | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-02 |
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