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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Cwm Retail, Sales 111 Great Neck Road, Great Neck, NY 11021 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Syosset, NY • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Great Neck | NY | 05/2007 | Present |
Rental LLC - Ft. Lauderdale, FL; Investment-related; Affiliation started 03/01/2018; Title: Partner; Duties: Speak to tenants as necessary; 1 hour is devoted to the LLC each month during securities hours; 1 hour is devoted to the business each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-16 |
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