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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-16 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Suite 200, Fort Lee, NJ 07024 • United States
Citi Retail Banking 399 Park Avenue, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa Na | New York | NY | 02/2004 | 12/2024 |
| Citi Group | New York | NY | 01/2025 | Present |
OA name: PUBLIC PARTNERSHIP LLC ( PPL), Nature: HEALTH CARE SERVICES, (Investment-related: No, Location: LATHAM, NY, started 02/22/2026), Title: Personal Assistant, Duties: I will be providing care for my brother on every Sunday, I will be cooking, doing his laundry , setting up his doctor appointments and preparing his weekly medication., Hours: (0 trading hours, 6-10 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-25 |
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