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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-08 |
Branch Locations
Cwm Retail, Sales 730 Veterans Memorial Highway, Hauppauge, NY 11788 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Securities Llc | Islandia | NY | 08/2022 | 05/2025 |
| Jpmorgan Chase Bank N. A. | Islandia | NY | 08/2022 | 05/2025 |
| Bank Of America | Patchogue | NY | 01/2022 | 03/2022 |
| Td Bank | Patchogue | NY | 09/2021 | 01/2022 |
| Citibank | New York | NY | 03/2020 | 05/2021 |
| Sprint | Bronx | NY | 05/2018 | 09/2019 |
| T-Mobile By Tcc | Bronx | NY | 09/2017 | 02/2018 |
| T-Mobile By Wireless Vision | Bronx | NY | 07/2016 | 05/2017 |
| Trion Solutions Inc | Bronx | NY | 11/2017 | 02/2018 |
| Unemployed | Bronx | NY | 06/2017 | 08/2017 |
| Unemployed | Bronx | NY | 03/2018 | 04/2018 |
| Unemployed | East Patchogue | NY | 10/2019 | 02/2020 |
| Unemployed | East Patchogue | NY | 06/2021 | 08/2021 |
| Unemployed | Patchogue | NY | 04/2022 | 07/2022 |
| Citigroup | Farmingdale | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-06 |
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