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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-14 |
| NY | RA | APPROVED | 2025-10-14 |
Branch Locations
Cwm Retail, Sales 360 Downing Drive, Route 118, Yorktown Heights, NY 10598 • United States
Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States
Cwm Retail, Sales 1275 Post Road, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Hopatcong | NJ | 10/2021 | 09/2025 |
| Pavincis Italian Grill | Lake Hopatcong | NJ | 08/2021 | 10/2021 |
| Taphouse15 | Wharton | NJ | 04/2021 | 08/2021 |
| Unemployment | New York | NY | 01/2021 | 04/2021 |
| Nordstrom | New York | NY | 09/2019 | 01/2021 |
| Mercado | New York | NY | 03/2019 | 09/2019 |
| Bluemercury | New York | NY | 11/2012 | 02/2019 |
| Bank Of America N.A. | Lake Hopatcong | NJ | 03/2023 | 09/2025 |
| Citi Bank | Yorktown Heights | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-18 |
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