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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| NY | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2007-05-29 |
| NH | RA | APPROVED | 2007-05-29 |
Branch Locations
Cwm Retail, Sales 388 Greenwich Street - 1 & 24Th Fl, New York, NY 10013 • United States
Mamaroneck, NY • United States
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
Cwm Retail, Sales 1040 Boston Post Road, Rye, NY 10580 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Rye | NY | 10/2007 | Present |
//Ocean 504, LLC,South Carolina,Hilton Head Island; Investment Related: N; Started: 2016-06-30; Title: managing member; Duties: engage with property manager to maintain and rent the property when i am not visiting.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-26 |
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