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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-03 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 8191 Strawberry Ln, Falls Church, VA 22042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Gainesville | VA | 07/2023 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Gainesville | VA | 07/2023 | 04/2025 |
| Loandepot | Reston | VA | 07/2021 | 06/2023 |
| Bank Of America | Gainesville | VA | 05/2007 | 07/2021 |
| Citigroup | Washington | DC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-21 |
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