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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-05 |
Branch Locations
Cwm Retail, Sales 7501 Third Avenue, Brooklyn, NY 11209 • United States
Cwm Retail, Sales 114 7Th Ave, Brooklyn, NY 11215 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ 07024 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Brooklyn | NY | 05/2008 | 02/2018 |
| Siebert Advisornxt, Inc. | Jersey City | NJ | 02/2018 | 11/2020 |
| Muriel Siebert & Co., Inc | Jersey City | NJ | 02/2018 | 11/2020 |
| Investors Bank | Brooklyn | NY | 11/2020 | 08/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 11/2020 | 08/2022 |
| Cetera Investment Advisers Llc | Brooklyn | NY | 11/2020 | 08/2022 |
| Citizens Securities, Inc. | Brooklyn | NY | 08/2022 | 03/2023 |
| Citigroup | Brooklyn | NY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-03 |
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