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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-25 |
Branch Locations
Cwm Retail, Sales 101 West 23Rd St, New York, NY 10013 • United States
Citi Wealth Management, Sales 153 E. 53Rd Street Aka 601 Lexington Ave, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc. | New York | NY | 11/2014 | 10/2016 |
| Td Ameritrade | Forest Hills | NY | 10/2016 | 04/2024 |
| Charles Schwab And Co., Inc. | Forest Hills | NY | 01/2022 | 04/2024 |
| Unemployed | New York | NY | 04/2024 | 03/2025 |
| Citigroup | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-06 |
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