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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 |
| TX | RA | APPROVED_RES | 2012-12-06 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Retail Banking 255 North Broadway, Hicksville, NY 11801 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
East Williston, 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. | Hicksville | NY | 05/2007 | Present |
Daisy Realty Group LLC; Investment-related; Nature: Real Estate; East Williston, NY; Started: 11/29/2022; Title: Partner; Duties: The purpose of this LLC is to hold the real estate investments that have been previously approved by Citi. ; No time is devoted each month during securities trading hours; 20 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-29 |
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