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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-27 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Suite 200, Fort Lee, NJ 07024 • United States
Cwm Retail, Sales 734 Lexington Ave, New York, NY 10022 • United States
Citi Retail Banking 2553 Broadway, New York, NY 10025 • United States
Cwm Retail, Sales 2350 Broadway, New York, NY 10024 • 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 |
|---|---|---|---|---|
| Citibank N.A | New Hyde Park | NY | 11/2011 | 11/2020 |
| Citigroup Global Markets Inc. | New York | NY | 09/2016 | 11/2020 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 12/2020 | 08/2021 |
| Jp Morgan Securities, Llc | New York | NY | 12/2020 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 08/2021 | 04/2022 |
| Bank Of America, N.A. | Melville | NY | 10/2021 | 04/2022 |
| Citigroup Global Markets Inc. | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-28 |
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