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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| MD | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 10101 River Road, Potomac, MD 20854 • United States
Cwm Retail, Sales 5250 Macarthur Blvd Nw, Washington, DC 20016 • United States
Potomac, MD • 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. | Potomac | MD | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-11 |
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