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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-02-07
NY RA APPROVED 2022-03-08
  • IL RA
    APPROVED
    Since 2024-02-07
  • NY RA
    APPROVED
    Since 2022-03-08

Branch Locations

Citi Wealth Management, National Sales 388 Greenwich St., 22Nd Fl & 24Th Fl, New York, NY 10013 • United States

Cwm Retail, National Sales 227 West Monroe St, 24Th Fl, Chicago, IL 60606 • United States

Riverside, IL • United States

Cwm Retail, Sales 1900 Spring Road, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services, Inc. Riverside IL 01/2013 01/2022
Citigroup New York NY 01/2022 Present
  • 01/2013 → 01/2022
    Woodbury Financial Services, Inc.
    Riverside, IL
  • 01/2022 → Present
    Citigroup
    New York, NY
Previous Registrations
  • 2013-01-07 → 2022-01-18
    Woodbury Financial Services, Inc.
    Lisle, IL
    Warrenville, IL
    Warrenville, IL
    Warrenville, IL
  • 2012-10-23 → 2013-01-11
    Concourse Financial Group Securities, Inc.
    Palos Hills, IL
    Birmingham, AL
    Palos Hills, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-22
S63 Uniform Securities Agent State Law Examination 2007-01-17
  • S66 Uniform Combined State Law Examination
    2012-10-22
  • S63 Uniform Securities Agent State Law Examination
    2007-01-17
Designations

View on SEC IAPD

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