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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2019-10-08 |
Branch Locations
Citi Wealth Management, Service/Ops 153 E 53Rd St, 25Th Fl., New York, NY 10022 • United States
Springfield, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank N.A | New York | NY | 05/2017 | Present |
| Agriforte S.A | Brasilia | 11/2015 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-14 |
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