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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-29 |
Branch Locations
Port Jefferson Station, NY • United States
Port Jeff Sta, NY • United States
Citi Wealth Management, Service/Operations 1 Reckson Plaza, Fl G, Uniondale, NY 11556 • United States
Cwm Retail, Sales 1000 Willis Avenue, Albertson, NY 11507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 07/2023 | 05/2025 |
| People's Alliance Federal Credit Union | Hauppauge | NY | 03/2021 | 06/2023 |
| Strathmore Bagels | East Setauket | NY | 08/2018 | 03/2021 |
| Newfield High School | Selden | NY | 09/2015 | 06/2019 |
| Citigroup | Uniondale | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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