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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-21 |
Branch Locations
Cwm Retail, Sales 4749 Golf Rd, Skokie, IL 60076 • United States
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 10/2021 | 11/2022 |
| J.P. Morgan Securities Llc | Chicago | IL | 10/2021 | 11/2022 |
| Aramark | Chicago | IL | 05/2019 | 10/2021 |
| Grubhub | Chicago | IL | 05/2017 | 09/2021 |
| Jewel-Osco | Mount Prospect | IL | 06/2020 | 10/2020 |
| Sanimar Decoration Studio | Northbrook | IL | 06/2015 | 11/2016 |
| Compass Group Usa | Chicago | IL | 04/2018 | 09/2018 |
| Harper College | Palatine | IL | 01/2015 | 05/2017 |
| Unemployed | Buffalo Grove | IL | 12/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo Grove | IL | 12/2022 | 03/2025 |
| Bank Of America, N.A | Buffalo Grove | IL | 12/2022 | 03/2025 |
| Citigroup | Skokie | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-08 |
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