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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-11 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Suite 200, Fort Lee, NJ 07024 • United States
Citi Retail Banking 330 Madison Avenue, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 06/2017 | 09/2022 |
| Santander Securities, Llc | Dorchester | MA | 06/2017 | 09/2022 |
| Pnc Financial Services | Pittsburgh | PA | 04/2015 | 05/2017 |
| Citigroup | New York | NY | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
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