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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
Cwm Retail, Sales 1910 Victory Blvd, Staten Island, NY 10314 • United States
Citi Retail Banking 5810 Amboy Road, Staten Island, NY 10309 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ 07024 • United States
Staten Island, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca | Staten Island | NY | 02/2009 | Present |
| Citi Personal Wealth Management | Staten Island | NY | 03/2010 | Present |
UNITED HEALTH AND FITNESS, LLC; STATEN ISLAND, NY; NOT INVESTMENT BUSINESS RELATED; AFFILIATION BEGAN APRIL 2012; TITLE: PERSONAL TRAINER/OWNER; DUTIES: I HELP CLIENTS LEARN HOW TO EXERCISE PROPERLY.; NO TIME DEVOTED TO THE BUSINESS DURING SECURITIES TRADING HOURS AND 35-40 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. ////// The Greenbelt Conservancy; Business is not investment-related; Staten Island, NY; Affiliation started 06/20/2016; Title: Board of Directors; Duties: Helping preserve the greenbelt, and educate people on the importance of the greenbelt; No time is devoted to the business each month during security trading hours; 3 hours are devoted to the business each month outside of security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-16 |
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