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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
Cwm Retail, Sales 22 Pleasantville Road, Ossining, NY 10562 • United States
Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States
Cwm Retail, Sales 407 Tarrytown Road, Greenburgh, NY 10607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling National Bank (Formerly: Astoria Bank) | Ardsley | NY | 11/2006 | 06/2018 |
| Lpl Financial Llc | Ardsley | NY | 08/2017 | 04/2020 |
| Citigroup | Mount Kisco | NY | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-02 |
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