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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-19 |
Branch Locations
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
Westbury, NY • United States
Westbury, NY • United States
Cwm Retail, Sales 3295 Sunrise Highway, Wantagh, NY 11793 • United States
Cwm Retail, Sales 2085 Merrick Road, Merrick, NY 11566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | New York | NY | 01/2004 | 02/2025 |
| J.P. Morgan Securities Llc | Rockville Centre | NY | 10/2012 | 02/2025 |
| Jpmorgan Chase Bank, N.A. | Lindenhurst | NY | 01/2018 | 02/2025 |
| Citi Wealth Management | Merrick | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-18 |
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