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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-17
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

New York, NY • United States

Cwm Retail, Sales One Broadway, New York, NY 10004 • United States

Cwm Retail, Sales 528-530 Laguardia Place, New York, NY 10012 • United States

Cwm Retail, Sales 388 Greenwich Street - 1 & 24Th Fl, New York, NY 10013 • United States

Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hsbc Bank Usa Na New York NY 02/2009 03/2018
Citigroup New York NY 03/2018 Present
  • 02/2009 → 03/2018
    Hsbc Bank Usa Na
    New York, NY
  • 03/2018 → Present
    Citigroup
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-16
S63 Uniform Securities Agent State Law Examination 2005-05-14
  • S65 Uniform Investment Adviser Law Examination
    2020-03-16
  • S63 Uniform Securities Agent State Law Examination
    2005-05-14
Other Names
  • Jitesh Puri
  • Jitash Puri

View on SEC IAPD

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