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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-07 |
Branch Locations
Cwm Retail, Sales 407 Tarrytown Road, Greenburgh, NY 10607 • United States
Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Bank | Cos Cob | CT | 04/2019 | 01/2023 |
| Unemployed | Eastchester | NY | 01/2013 | 03/2019 |
| J.P. Morgan Securities Llc | Ardsley | NY | 01/2023 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Ardsley | NY | 01/2023 | 08/2023 |
| Citigroup | Yorktown Heights | NY | 09/2023 | Present |
Youtube Content Creation; Not Investment-Related; White Plains, NY; Content creating as a business/hobby; Title: Owner; Started: 01/01/21; Hours devoted to other business outside of securities trading hours per month:1-5; Hours devoted during securities trading hours per month: 0; Duties: Content creation. Streaming videogame clips on Youtube.Paid by Youtube./////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-06 |
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