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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-21 |
Branch Locations
Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States
Cwm Retail, Sales 725 White Plains Road, Scarsdale, NY 10583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | New York | NY | 12/2019 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2016 | 05/2025 |
| Borough Of Manhattan Community College | New York | NY | 08/2014 | 08/2017 |
| Citigroup | Scardale | NY | 06/2025 | Present |
OA name: Casa Bagel Barista LLC, Nature: (Coffee and Bagel Shop), (Investment-related: No, Location: New York, started 03/06/2025), Title: Owner, Duties: Management and administrative, Hours: (0 trading hours/month, 0 non-trading hours/month).///OA name: Rosie Shop LLC, Nature: (Party Coordinator), (Investment-related: No, Location: New York, started 04/26/2024), Title: Owner, Duties: Management and Administrative, business active but not operational, Hours: (0 trading hours/month, 0 non-trading hours/month).////OA name: Rosie Shop LLC, Nature: Dropshipping - selling women swimwear and cover ups (Investment-related: No, Location: Bronx, NY, started 04/26/2024), Title: Owner, Duties: Buying and selling women swimwear and coverups, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-12 |
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