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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 |
Branch Locations
Citi Wealth Management, Sales 153 E. 53Rd St, New York, NY 10022 • United States
Cwm Retail, Sales 201 West 125Th St, New York, NY 10027 • United States
Cwm Retail, Sales 4200 Broadway, New York, NY 10033 • United States
Cwm Retail, Sales 2481 Adam Clayton Powell Jr. Blvd, New York, NY 10030 • United States
Citi Retail Banking 2861 Broadway, New York, NY 10025 • United States
Franklin Sqaure, NY • United States
2 disclosure categories 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 | New York | NY | 03/2016 | Present |
OA name: Rental Property, Nature: (Real Estate), (Investment-related: Yes, Location: New York, NY, started 01/01/2010), Title: Owner, Duties: Rental property, Hours: (0 trading hours/month, 1-5 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-18 |
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