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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2019-02-21 |
Branch Locations
Citi Wealth Management, Sales 153 E. 53Rd St, New York, NY 10022 • United States
Citi Retail Banking 22 West 32Nd Street, New York, NY 10001 • United States
Fort Lee, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Fort Lee | NJ | 08/2013 | Present |
| Park Avenue Securities | Fort Lee | NJ | 09/2013 | Present |
| Citigroup | New York | NY | 06/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2011-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-23 |
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