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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-17 |
Branch Locations
Jersey City, NJ • United States
Citi Wealth Management, Sales 120 Broadway, New York, NY 10271 • United States
Citi Retail Banking 201 West 34Th Street, New York, NY 10001 • 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 |
|---|---|---|---|---|
| Mutual Of America Life Insurance Company | New York | NY | 10/2014 | 06/2018 |
| Mutual Of America Securities Llc | New York | NY | 10/2014 | 06/2018 |
| Joseph Stone Capital, Llc | New York | NY | 06/2018 | 01/2021 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 01/2021 | 10/2025 |
| Citigroup | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-26 |
| S66 | Uniform Combined State Law Examination | 2006-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-25 |
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