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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 |
Branch Locations
Cwm Retail, Sales 1105 Old Country Road, Plainview, NY 11803 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Syosset, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Roslyn | NY | 08/2016 | 05/2018 |
| Citigroup | Plainview | NY | 05/2018 | Present |
1637 Fenimore Rd LLC; Investment-related; Nature: Rental property; Hewlett, NY; Started: January 22, 2025; Title: Owner; Duties: Collect rent; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-09 |
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