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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-11 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 6643 Old Dominion Drive, Mclean, VA 22101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Mclean | VA | 08/2016 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 10/2018 | 11/2021 |
| Citigroup | Vienna | VA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-19 |
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