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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-01 |
Branch Locations
Breezy Point, NY • United States
Cwm Retail, Sales 1275 Madison Avenue, New York, NY 10128 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Baldwin | NY | 02/2014 | 05/2018 |
| The New York Real Estate And Insurance Institute | Brooklyn | NY | 03/2015 | 05/2018 |
| Brooklyn Knight Insurance Brokerage | Brooklyn | NY | 05/2018 | 10/2019 |
| Farmers Financial Solutions | Valley Stream | NY | 10/2019 | 07/2021 |
| Citigroup | New York | NY | 11/2021 | Present |
| Self | Breezy Point | NY | 07/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-26 |
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