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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-02 |
Branch Locations
Cwm Retail, Sales 322 West 23Rd Street, New York, NY 10011 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue - 02, Fort Lee, NJ 07024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Popular Insurance Investments | Bronx | NY | 04/2014 | 05/2017 |
| Infinex Investments, Inc. | Bronx | NY | 07/2016 | 12/2024 |
| Infinex Investments | New York | NY | 05/2017 | 12/2020 |
| Popular Bank | New York | NY | 01/2021 | 08/2021 |
| Popular Bank | New York | NY | 08/2021 | 01/2023 |
| Popular Bank, Infinex Investments, Osaic | New York | NY | 01/2023 | 12/2025 |
| Citi Group | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-21 |
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