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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-15 |
| NY | RA | APPROVED | 2023-11-29 |
| DC | RA | APPROVED | 2023-11-16 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 8516 Leesburg Pike, Vienna, VA 22180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Warren | NJ | 05/2015 | 03/2017 |
| Pnc Investments | Pittsburgh | PA | 08/2016 | 07/2017 |
| Pnc Bank | Bernardsville | NJ | 03/2017 | 08/2017 |
| Jpmorgan Chase Bank | North Brunswick | NJ | 10/2017 | 02/2018 |
| Jpmorgan Chase Securities,Llc | North Brunswick | NJ | 10/2017 | 02/2018 |
| Unemployed | Somerset | NJ | 08/2017 | 09/2017 |
| Bloomingdale's | Short Hills | NJ | 08/2017 | 09/2017 |
| Citizens Securities Inc | Warminster | PA | 03/2018 | 11/2020 |
| Citizens Bank | Warminster | PA | 03/2018 | 11/2020 |
| Citizens Bank | Marlton | NJ | 11/2020 | 04/2021 |
| Citizens Securities, Inc | Westwood | MA | 11/2020 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 05/2021 | 10/2021 |
| Wells Fargo Bank, Na | Washington | DC | 04/2021 | 10/2021 |
| Unemployed | Vienna | VA | 11/2021 | 05/2022 |
| Td Ameritrade | Reston | VA | 06/2022 | 04/2023 |
| Td Ameritrade Investment Management, Llc. | Reston | VA | 06/2022 | 04/2023 |
| Charles Schwab & Co., Inc. | Reston | VA | 06/2022 | 04/2023 |
| Citigroup | Dc | DC | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-15 |
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