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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 |
Branch Locations
Citi Retail Banking 1353 Northern Blvd, Manhasset, NY 11030 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 10/2013 | Present |
Premier Sky LTD; Travel Agency; Not investment-related; Bayside, NY; Affiliation started 05/15/2018; Title: Travel Agent/Consultant; Duties: Provide information on travel options; No time is devoted to the business each month during securities trading hours; 12 hours are devoted to the business each month outside of securities trading hours.\\\\\ WES ASSOCIATES & CONSULTING LLC; Nature: Consulting business for travel/ leisure activities and fine dining; Not investment-related; Forest Hills, NY; Start date: 1/25/2022; Title: Independent Consultant; Duties: Independent consultant specializing in travel/ fine dining and leisure activities; 0 hours per month devoted devoted during securities trading hours; 20 hours per month devoted devoted outside of securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-01 |
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