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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-05-22 |
| MD | RA | APPROVED | 2021-05-03 |
Branch Locations
Cwm Retail, Sales 1258 Wisconsin Avenue, Nw, Washington, DC 20007 • United States
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2017 | 02/2021 |
| Relocation Insurance Group | Montclair | NJ | 03/2015 | 06/2017 |
| Citigroup | Rockville | MD | 02/2021 | Present |
Simply Feel Good LLC; Not Investment-related; Nature: Life Coaching; Washington DC.; Started: 5/01/2022; Title: Founder; Duties: The business would revolve around coaching to unaffiliated people dealing with confidence and anxiety only in my downtime. There would be no relation to any finance aspects, my current role, my licenses, or Citi at all.; 0 hours are devoted each month during securities trading hours; 40 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-27 |
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