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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-19 |
Branch Locations
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
Cwm Retail, Sales 1825 Lake Cook Road, Northbrook, IL 60062-1398 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Libertyville | IL | 12/2015 | 10/2022 |
| Fifth Third Securities | Libertyville | IL | 09/2016 | 10/2022 |
| Citigroup | Northbrook | IL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-19 |
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