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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2015-12-03 |
Branch Locations
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Holtsville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Long Island City | NY | 10/2015 | Present |
Own a rental property. (8826) Raleigh NC 27613. Its not a investment related business. I devote 1 hr monthly to managing the property. zero hours during securities trading hours. ///// Rental Property (2737)- Raleigh, NC; Investment-related; Affiliation started 02/17/2020; Title: Owner/Signer; Duties: Collect rent; No time is devoted during or outside securities trading hours. ///// Rental Property (2735)- Raleigh, NC; Investment-related; Affiliation started 02/17/2020; Title: Owner/Signer; Duties: Collect rent; No time is devoted during or outside securities trading hours. /////Rental Property (8205)- Raleigh, NC; Investment-related; Affiliation started 02/18/2020; Title: Owner/Signer; Duties: Collect rent; No time is devoted during or outside securities trading hours. OA name: TKS Restaurant, Nature: Restaurant (Investment-related: No, Location: California, Texas, Florida, started 10/01/2020), Title: Consulting, Duties: None, Hours: (0 during trading hours/month, 0 during non-trading hours/month). OA name: Farmands LLC, Nature: The LLC will invest in purchase of Land to be developed. "Bee Cave Project" - 3.76 acres at junction of hway71 and Palermo drive in Bee cave, TX. The commercial complex will have a Indoor sports complex. restaurant, retail space, and a window drive by (take out Indian Cuisine) (Investment-related: Yes, Location: Austin, TX, started 02/03/2025), Title: Partner, Duties: None, Hours: (0 during trading hours/month, 0 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-22 |
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