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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-11-07 |
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
Cwm Retail, Sales 111 Great Neck Road, Great Neck, NY 11021 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Cwm Retail, Sales 1000 Willis Avenue, Albertson, NY 11507 • United States
Huntington Station, NY • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 05/2015 | 04/2019 |
| Bank Of America, N.A. | Melville | NY | 09/2015 | 04/2019 |
| Citigroup | Jericho | NY | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-23 |
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