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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-07 |
Branch Locations
1900 Spring Road, Oakbrook, IL 60523 • United States
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris | Hinsdale | IL | 05/2017 | 08/2020 |
| Bank Of America | Wheaton | IL | 09/2016 | 05/2017 |
| Colonial Life | Chicago | IL | 08/2014 | 09/2016 |
| Onecallcare | Chicago | IL | 08/2005 | 09/2016 |
| Bmo Harris Bank | Hinsdale | IL | 08/2021 | 06/2022 |
| Lpl Financial | Hinsdale | IL | 08/2021 | 06/2022 |
| Jp Morgan Securities Llc | Chicago | IL | 07/2022 | 11/2024 |
| Jpmorgan Chase Bank Na | Chicago | IL | 07/2022 | 11/2024 |
| Midwest Language Services Inc | Chicago | IL | 08/2012 | 09/2016 |
| Morgan Stanley | Chicago | IL | 12/2020 | 05/2021 |
| Edward Jones | St Louis | MO | 11/2024 | 12/2025 |
| Unemployed | Downers Grove | IL | 09/2020 | 11/2020 |
| Citigroup | Oak Brook | IL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-05 |
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