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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-07 |
Branch Locations
Citi Wealth Management, Sales 227 West Monroe St, Chicago, IL 60606 • United States
Cwm Retail, Sales 500 West Madison St., 2Nd Floor, Chicago, IL 60661 • United States
Cwm Retail Sales 222 West Adams Street, Fl 1, Chicago, IL 60606 • United States
Cwm Retail, Sales 817 Church Street, Evanston, IL 60201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 07/2019 | 07/2022 |
| Bmo Harris Bank | Chicago | IL | 05/2018 | 06/2019 |
| At&T | Niles | IL | 01/2018 | 04/2018 |
| Depaul University | Chicago | IL | 09/2014 | 06/2017 |
| Intercontinental Exchange | Chicago | IL | 06/2016 | 12/2016 |
| Source One Management Llc | Chicago | IL | 02/2017 | 04/2017 |
| Unemployed | Skokie | IL | 07/2017 | 11/2017 |
| Bank Of America, N. A. | Chicago | IL | 08/2019 | 07/2022 |
| Citigroup | Evanston | IL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
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