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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| CT | RA | APPROVED | 2014-09-30 |
Branch Locations
Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States
Cwm Retail, Sales 399 Post Rd West & 604 West, Westport, CT 06880 • United States
Cornwall Bridge, CT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Housatonic River Outfitters | West Cornwall | CT | 06/1996 | Present |
| Citigroup | Westport | CT | 09/2014 | Present |
HOUSATONIC RIVER OUTFITTERS; BUSINESS IS NOT INVESTMENT-RELATED; CORNWALL BRIDGE, CT; AFFILATION STARTED IN 1996; TITLE AND DUTIES: OWNER; NO TIME IS DEVOTED TO THE BUSINESS EACH MONTH DURING SECURITY TRADING HOURS (THE STORE IS MANAGED BY EMPLOYEES); 10 HOURS ARE DEVOTED TO THE BUSINESS EACH MONTH OUTSIDE OF SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 1993-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-03 |
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