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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-30 |
Branch Locations
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
Cwm Retail, Sales 1900 Spring Road, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Glenview | IL | 11/2014 | 03/2022 |
| Jpmorgan Securities Llc | Glenview | IL | 11/2014 | 03/2022 |
| Lpl Financial Llc | Roselle | IL | 04/2022 | 10/2023 |
| Bmo Harris Bank | Roselle | IL | 04/2022 | 10/2023 |
| Rts Financial | Lombard | IL | 11/2023 | 04/2024 |
| Unemployed | Elmhurst | IL | 05/2024 | 02/2025 |
| Citigroup | Oakbrook | IL | 03/2025 | Present |
OA name: Uber, Nature: Transportation (Investment-related: No, Location: Elmhurst, IL, started 04/08/2025), Title: Driver, Duties: Transportation, Hours: (0 during trading hours/month, 6-10 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-18 |
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