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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-03-18 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 1218-1220 Connecticut Avenue, Nw, Washington, DC 20036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Arlington | VA | 06/2023 | 11/2025 |
| Wells Fargo Bank, Na | Arlington | VA | 06/2023 | 11/2025 |
| Pnc Bank | Arlington | VA | 06/2021 | 06/2023 |
| Cellular Sales | Alexandria | VA | 03/2021 | 06/2021 |
| Russell Cellular | Arlington | VA | 03/2019 | 03/2021 |
| Music And Arts Center | Mclean | VA | 08/2018 | 03/2019 |
| Sam Ash | Huntington | NY | 09/2017 | 07/2018 |
| Beyond Bdi | Cairo | 01/2016 | 08/2017 | |
| Citigroup | Washington | DC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-14 |
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