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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
Branch Locations
Cwm Retail, Sales 101 E. Camino Real, Suite 112, Boca Raton, FL 33432 • United States
Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Rochester | NY | 06/2022 | 12/2022 |
| J.P. Morgan Securities Llc | Rochester | NY | 12/2022 | 06/2024 |
| Guess | Victor | NY | 10/2019 | 02/2020 |
| Dicks Sporting Goods | Victor | NY | 09/2019 | 10/2019 |
| Unemployed | Rochester | NY | 12/2012 | 08/2019 |
| Unemployed | Rochester | NY | 03/2020 | 05/2022 |
| J.P. Morgan Securities Llc | Stuart | FL | 06/2024 | 08/2025 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 08/2025 | 09/2025 |
| Citi | Boca Raton | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-18 |
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