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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-30 |
Branch Locations
Cwm Retail, Sales, 8001 Brush Hollow Road, Westbury, NY 11590 • United States
Cwm, Sales 349 Main Street, Huntington, NY 11743 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 11/2019 | Present |
| Citigroup | Huntington Village | NY | 03/2021 | Present |
| Citibank | Deer Park | NY | 11/2014 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-21 |
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