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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
Cwm Retail, Sales 1330 First Avenue, New York, NY 10021 • United States
Cwm Retail, Sales 388 Greenwich Street - 1 & 24Th Fl, New York, NY 10013 • United States
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
Citi Retail Banking 395 Sixth Avenue, New York, NY 10014 • United States
Cwm Retail, Sales 528-530 Laguardia Place, New York, NY 10012 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 11/2013 | 02/2018 |
| Hsbc Bank Usa National Association | New York | NY | 03/2018 | Present |
| Hsbc Securities (Usa) Inc. | New York | NY | 03/2018 | Present |
| Citigroup | New York | NY | 08/2020 | Present |
OA name: BF Montana Mews LLC, Nature: real estate development (Investment-related: Yes, Location: Philadelphia, PA, started 04/15/2019), Title: member, Duties: passive investor, Hours: (0 during trading hours/month, 0 during non-trading hours/month). OA name: Willow Run Community LLC, Nature: real estate development -264 south bouldin st Baltimore MD 21224 (Investment-related: Yes, Location: Baltimore, MD, started 08/27/2020), Title: member, Duties: passive investor, Hours: (0 during trading hours/month, 0 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-26 |
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