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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-30 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2020-12-22 |
Branch Locations
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 18999 Biscayne Blvd, Aventura, FL 33180 • United States
Cpwm, 201 S. Biscayne Blvd 5Th Fl/Ste 530 & 6Th Fl/Ste 600, Miami, FL 33131 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-14 |
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