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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-10 |
| NJ | RA | APPROVED | 2025-09-19 |
Branch Locations
Citi Wealth Management, Service/Ops 153 E 53Rd St, 25Th Fl., New York, NY 10022 • United States
Citi Wealth Management, Nic 100 Citibank Dr, Fl 2, San Antonio, TX 78245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank Na | New York | NY | 06/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-26 |
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