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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-28 |
Branch Locations
Cwm Retail, Sales 1210 South Main Street, Lombard, IL 60148 • United States
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
Citi Retail Banking 2225 W. 75Th Street, Darien, IL 60561 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Park | IL | 12/2021 | 10/2023 |
| U.S. Bank | Aurora | IL | 07/2021 | 12/2021 |
| Portillo's Restaurant Group, Inc. | Glendale Heights | IL | 01/2021 | 07/2021 |
| Chick-Fil-A Elmhurst | Elmhurst | IL | 06/2018 | 11/2020 |
| Hamra Chicago, Llc Dba Panera Bread | South Elgin | IL | 05/2016 | 06/2018 |
| Bank Of America | Oak Park | IL | 12/2021 | 10/2023 |
| Walmart | Wheaton | IL | 12/2020 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Wheaton | IL | 11/2023 | 12/2024 |
| Citi Wealth Management | Darien | IL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-14 |
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