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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-08-18
  • NY RA
    APPROVED
    Since 2022-08-18

Branch Locations

Cwm Retail, Sales 1040 Boston Post Road, Rye, NY 10580 • United States

Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • 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
Hollow Brook Golf Course Cortlandt NY 04/2014 03/2017
Hudson Valley Steak House Yorktown Heights NY 04/2017 10/2020
Citibank Mohegan Lake NY 04/2017 Present
  • 04/2014 → 03/2017
    Hollow Brook Golf Course
    Cortlandt, NY
  • 04/2017 → 10/2020
    Hudson Valley Steak House
    Yorktown Heights, NY
  • 04/2017 → Present
    Citibank
    Mohegan Lake, NY
Other Businesses

DOORDASH.; Not Investment-related; Nature: Delivery services.; Yorktown Heights, NY; Started: March 1, 2024.; Title: Driver/delivery.; Duties: I will pick up and drop off food order for a tip/fee.; 0. hours are devoted each month during securities trading hours; 6-10. hours are devoted each month outside of securities trading hours. /////Insta Cart.; Not Investment-related; Nature: Delivery services.; Yorktown Heights, NY; Started: March 2,2024; Title: Driver/deliveries.; Duties: I will be picking up and dropping off deliveries for a tip/fee.; 0. hours are devoted each month during securities trading hours; 6-10. hours are devoted each month outside of securities trading hours. /////MJM PHOTO LLC.; Not Investment-related; Nature: events/photos.; Yorktown Heights, NY; Started: March 8,2024.; Title: Owner.; Duties: pictures/film services for wedding/birthday parties/private events. ; 0. hours are devoted each month during securities trading hours; 6-10. hours are devoted each month outside of securities trading hours. /////OA name: HUDSON VALLEY STEAKHOUSE, Nature: (Restaurant), (Investment-related: No, Location: Yorktown heights, NY, started 01/02/2026), Title: Server, Duties: Server / Waiter, Hours: (0 trading hours/month, 6-10 non-trading hours/month).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-18
S63 Uniform Securities Agent State Law Examination 2022-08-16
  • S65 Uniform Investment Adviser Law Examination
    2022-08-18
  • S63 Uniform Securities Agent State Law Examination
    2022-08-16

View on SEC IAPD

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