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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 |
| NY | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 153 E. 53Rd St, New York, NY 10022 • United States
Citi Retail Banking 201 West 34Th Street, New York, NY 10001 • United States
Brooklyn, 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. | New York | NY | 05/2007 | Present |
| Disney Company---Disney Store | New York | NY | 11/2010 | Present |
Disney Store; Not Investment-related; Nature: Consumer Good & Entertainment; New York, NY; Started: 4/21/1996; Title: Cash Room/Sales Audit/Sales; Duties: Cash Room/Sales Audit/Sales; No time is devoted each month during securities trading hours; 30 hours are devoted each month outside of securities trading hours. /////OA name: 6254 Brava Way Rental Property, Nature: (Real Estate), (Investment-related: Yes, Location: Boca Raton, FL, started 06/01/2010), Title: Owner, Duties: Rental Properties, Hours: (0 trading hours/month, 0 non-trading hours/month).///OA name: 600 NE 27th Rental Property, Nature: (Real Estate), (Investment-related: Yes, Location: Miami, FL, started 05/01/2015), Title: Owner, Duties: Rental Property, Hours: (0 trading hours/month, 0 non-trading hours/month).///OA name: 9492 Boca River Cir Rental Property, Nature: (Real Estate), (Investment-related: Yes, Location: Boca Raton, FL, started 06/01/1995), Title: Owner, Duties: Rental Property, Hours: (0 trading hours/month, 0 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-13 |
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