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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-23 |
| DC | RA | APPROVED | 2023-01-03 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 8516 Leesburg Pike, Vienna, VA 22180 • United States
Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 12/2011 | 05/2022 |
| Citigroup | Washington | DC | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2000-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-11 |
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