Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-24
NY RA APPROVED 2021-08-17
  • TX RA
    APPROVED_RES
    Since 2025-05-24
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States

Cwm Retail, Sales 77 East Main Street, Bayshore, NY 11706 • United States

Bay Shore, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Farmingdale NY 11/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-11
S63 Uniform Securities Agent State Law Examination 2014-11-18
  • S65 Uniform Investment Adviser Law Examination
    2020-02-11
  • S63 Uniform Securities Agent State Law Examination
    2014-11-18

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Holbrook, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor