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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-22
NY RA APPROVED 2025-07-22
  • NJ RA
    APPROVED
    Since 2025-07-22
  • NY RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2008 → 03/2018
    Scottrade, Inc.
    Ridgewood, NJ
  • 10/2019 → 07/2025
    Jpmorgan Chase Bank N.A.
    Ridgewood, NJ
  • 01/2017 → 03/2018
    Scottrade Investment Management
    Ridgewood, NJ
  • 04/2018 → 09/2019
    Unemployed
    Northvale, NJ
  • 07/2025 → Present
    Citigroup
    New York, NY
Previous Registrations
  • 2019-11-27 → 2025-07-13
    Ridgewood, NJ
    Ridgewood, NJ
    Wyckoff, NJ
    Montvale, NJ
  • 2017-06-21 → 2018-03-08
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-16
S63 Uniform Securities Agent State Law Examination 1992-11-14
  • S66 Uniform Combined State Law Examination
    2017-06-16
  • S63 Uniform Securities Agent State Law Examination
    1992-11-14
Other Names
  • Geri Ann Petrilli
  • Geri Ann Cuicci

View on SEC IAPD

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