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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-22 |
| NY | RA | APPROVED | 2025-07-22 |
Branch Locations
Cwm Retail, Sales 170 N. Main Street, New City, NY 10956 • United States
Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Ridgewood | NJ | 09/2008 | 03/2018 |
| Jpmorgan Chase Bank N.A. | Ridgewood | NJ | 10/2019 | 07/2025 |
| Scottrade Investment Management | Ridgewood | NJ | 01/2017 | 03/2018 |
| Unemployed | Northvale | NJ | 04/2018 | 09/2019 |
| Citigroup | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-14 |
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