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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-06 |
Branch Locations
Citi Retail Banking 175 Jericho Turnpike, Syosset, NY 11791 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 09/2018 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 09/2018 | 05/2021 |
| Nefcu | Wantaguh | NY | 03/2015 | 08/2018 |
| Bny Mellon Securities Corporation | Uniondale | NY | 05/2021 | 10/2023 |
| Citigroup | Port Washington | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-12 |
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