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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
Cwm Retail, Sales 2825 Richmond Avenue, Ground Fl, Staten Island, NY 10314 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ 07024 • United States
Staten Island, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Staten Island | NY | 10/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-16 |
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