Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-01-01
  • NY RA
    APPROVED
    Since 2023-01-01

Branch Locations

Cwm Retail, Sales 95 Pondfield Road, Bronxville, NY 10708 • 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
Citigroup Global Markets Inc. Bronxville NY 05/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-27
S63 Uniform Securities Agent State Law Examination 2001-05-12
  • S65 Uniform Investment Adviser Law Examination
    2022-12-27
  • S63 Uniform Securities Agent State Law Examination
    2001-05-12
Other Names
  • Jeanmarie Moran

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bronxville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor