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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-28 |
Branch Locations
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Cwm Retail, Sales 830 Port Washington Blvd, Port Washington, NY 11050 • United States
Bellmore, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Greenvale | NY | 04/2016 | 01/2023 |
| Citigroup | Roslyn | NY | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 1992-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
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