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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2017-12-19 |
Branch Locations
Citi Wealth Management, Sales 1101 Pennsylvania Ave Nw, 5Th Fl, Washington, DC 20004 • United States
Ellicott City, MD • United States
Citi Wealth Management, Sales 388 Greenwich St, 22Nd Fl, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2013 | 12/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 12/2017 |
| Citigroup | Washington | DC | 12/2017 | 04/2022 |
| Citigroup | Washington | DC | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-15 |
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