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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-02 |
Branch Locations
Cwm Retail, Sales 51 Middle Neck Road, Great Neck, NY 11021 • United States
Cwm Retail, Sales 111 Great Neck Road, Great Neck, NY 11021 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Bank | Flushing | NY | 01/2022 | 05/2023 |
| Citi Bank | Flushing | NY | 12/2018 | 07/2021 |
| Shinhan Banker | Flushing | NY | 12/2016 | 12/2018 |
| Homemaker | Great Neck | NY | 08/2021 | 12/2021 |
| Nature Republic | Flushing | NY | 04/2015 | 11/2016 |
| Citigroup Global Markets Inc | Flushing | NY | 06/2023 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Little Neck | NY | 06/2024 | 03/2025 |
| J.P. Morgan Securities Llc | Little Neck | NY | 06/2024 | 03/2025 |
| Citigroup Global Markets Inc | Flushing | NY | 10/2023 | 05/2024 |
| Citigroup Global Markets Inc | Great Neck | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-12 |
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