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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-26 |
Branch Locations
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
Citi Retail Banking 399 Park Avenue, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | New York | NY | 10/2011 | 04/2018 |
| Raymond James Financial Services Advisors Inc. | New York | NY | 10/2011 | 04/2018 |
| United Nations Federal Credit Union Advisors | New York | NY | 10/2011 | 08/2018 |
| Industrial Coverage | New York | NY | 02/2016 | 05/2018 |
| Crump | New York | NY | 12/2016 | 05/2018 |
| Community America Financial Solutions Llc | Lenexa | KS | 04/2018 | 08/2018 |
| Cathay Bank | New York | NY | 10/2018 | 07/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2018 | 07/2025 |
| Cetera Investment Advisors Llc | New York | NY | 11/2018 | 07/2025 |
| Citigroup Global Markets Inc | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-24 |
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