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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
Citi Wealth Management, Supervision 77 E Main Street, 2Nd Fl, Bay Shore, NY 11706 • United States
Stony Brook, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Plainview | NY | 08/2015 | Present |
Uber; Driving Service; Not investment-related; Long Island, NY; Affiliation started on 12/4/2021; Title: Driver; Duties: Drive 5-15 hours on the weekends; 0 hours devoted each month during securities trading hours; 30 hours devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-29 |
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