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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-28 |
| NY | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-28 |
Branch Locations
58 South Service Road Suite 305, Melville, NY 11747 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | New York | NY | 01/2015 | 10/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2016 | 10/2017 |
| Matt Russo | New York | NY | 01/2015 | 10/2017 |
| City National Rochdale | New York | NY | 12/2017 | 11/2021 |
| Citigroup | New York | NY | 11/2021 | 07/2026 |
| Citi Private Alternatives, Llc | New York | NY | 11/2021 | 07/2026 |
| Citigroup Global Markets Inc. | New York | NY | 11/2021 | 07/2026 |
| Cnr Securities, Llc | New York | NY | 12/2017 | 11/2021 |
| Tiaa | Melville | NY | 07/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Melville | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-31 |
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