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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-30 |
Branch Locations
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 10086 Jog Road, Boynton Beach, FL 33437 • United States
Cwm Retail, Sales 4071 West Atlantic Ave, Delray, FL 33445 • United States
Parkland, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Boca Raton | FL | 08/2016 | 01/2017 |
| Citigroup | Boca Raton | FL | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-15 |
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