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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-11-27 |
| NY | RA | APPROVED | 2023-11-21 |
Branch Locations
Cwm Retail, Sales 3333 E. Tropicana Avenue, Las Vegas, NV 89121 • United States
Cwm Retail, Sales 495 E. Silverado Ranch Blvd, Las Vegas, NV 89183 • United States
Cwm Retail, Sales 3990 S. Maryland Pkwy, Las Vegaas, NV 89119 • United States
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Las Vegas | NV | 10/2019 | 08/2023 |
| J.P. Morgan Chase Bank, Na | Las Vegas | NV | 10/2019 | 08/2023 |
| Northwestern Mutual Investment Services, Llc | Las Vegas | NV | 02/2018 | 10/2019 |
| Montibean Llc | Las Vegas | NV | 07/2007 | 08/2017 |
| Geometry Global Llc | Las Vegas | NV | 01/2015 | 02/2018 |
| Citigroup | Las Vegas | NV | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-25 |
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