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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| VT | RA | APPROVED | 2023-09-14 |
| NY | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
Cwm Retail, Sales 2-1 Park Plaza, Glen Head, NY 11545 • United States
Cwm Retail, Sales 5 Court Square, Long Island City, NY 11101 • United States
Citi Retail Banking 107-01 71St Avenue, Forest Hills, NY 11375 • United States
Cwm Retail, Sales 23 Glen Cove Avenue, Glen Cove, NY 11542 • United States
Dix Hills, NY • United States
1 disclosure category 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. | Forest Hills | NY | 05/2007 | Present |
Rental Property (165) - New York, NY; Investment-related; Started: 4/30/2023; Title: Owner; Duties: Owner of property. Pay expenses.; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-03 |
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