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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-21 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Suite 200, Fort Lee, NJ 07024 • United States
Cwm Retail, Sales 1065 Sixth Ave, New York, NY 10018 • United States
Cwm Retail, Sales 734 3Rd Avenue, New York, NY 10017 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Hauppauge | NY | 09/2022 | 12/2023 |
| Bright Bay Physical Therapy | Brightwaters | NY | 09/2016 | 03/2017 |
| Diamond College Advisory Team | Columbia | MD | 07/2016 | 08/2019 |
| John E. Lawlor Esq. | Mineola | NY | 01/2020 | 09/2022 |
| Tyton Partners | Stamford | CT | 05/2021 | 08/2021 |
| Inverness Counsel | New York | NY | 01/2018 | 04/2020 |
| Baruch College Athletics | New York | NY | 09/2017 | 01/2022 |
| Amaracon Testing & Inspection | Hicksville | NY | 05/2020 | 08/2021 |
| Bay Shore Schools | Bay Shore | NY | 09/2012 | 06/2017 |
| Wells Fargo Clearing Services, Llc. | New York | NY | 01/2024 | 05/2025 |
| Baruch College | New York | NY | 08/2017 | 09/2022 |
| Citigroup | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
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