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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-17 |
Branch Locations
Cwm Retail, Sales 1501 Kings Highway, Brooklyn, NY 11229 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Fl 2, Fort Lee, NJ 07024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Long Island | NY | 06/2023 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Long Island | NY | 06/2023 | 10/2025 |
| Td Bank | New York | NY | 11/2021 | 05/2023 |
| Manny's Restaurant And Deli | Southampton | PA | 08/2020 | 09/2021 |
| Via Transportation Inc | Feasterville | PA | 08/2019 | 05/2020 |
| Saladworks | Southampton | PA | 08/2017 | 09/2018 |
| Unemployed | Feasterville | PA | 06/2013 | 07/2017 |
| Unemployed | Feasterville | PA | 10/2018 | 07/2019 |
| Synnam Group Llc | Feasterville | PA | 09/2020 | 09/2021 |
| Golden Age Home Care Inc | Philadelphia | PA | 08/2019 | 07/2022 |
| Serenity Home Care Inc | Feasterville | PA | 07/2019 | 10/2019 |
| Citigroup | Brooklyn | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-23 |
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