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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-22 |
Branch Locations
Cwm Retail Sales 222 West Adams Street, Fl 1, Chicago, IL 60606 • United States
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
Cwm Retail, Sales 500 West Madison St., 2Nd Floor, Chicago, IL 60661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naperville | IL | 11/2022 | 12/2024 |
| Bank Of America | Willowbrook | IL | 03/2020 | 11/2022 |
| Pnc Bank | Downers Grove | IL | 07/2017 | 03/2020 |
| Chick-Fil-A | Springfield | IL | 02/2016 | 07/2017 |
| University Of Illinois Springfield | Springfield | IL | 08/2013 | 12/2017 |
| Bank Of America, N.A. | Naperville | IL | 03/2023 | 12/2024 |
| Citigroup | Chicago | IL | 03/2025 | Present |
| Unemployed | Chicago | IL | 12/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
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