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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-11-20 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ 07024 • United States
Neshanic Station, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 07/2015 | 11/2019 |
| Santander Securities, Llc | Dorchester | MA | 07/2015 | 11/2019 |
| Citi | New York | NY | 11/2019 | Present |
Rental Property, Co-Owner, investment related, start date 12/01/2017, Warren NJ, 0 hours monthly, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-14 |
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