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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-28 |
Branch Locations
Howard Beach, NY • United States
Cwm Retail, Sales 95-12 63Rd Road, Rego Park, NY 11374 • United States
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | Rockville Centre | NY | 04/2016 | 05/2020 |
| Hsbc Bank Usa, N.A. | Rockville Centre | NY | 08/2016 | 11/2018 |
| Hsbc Bank Usa National Association | New York | NY | 11/2018 | 05/2020 |
| M&T Securities | New York | NY | 06/2020 | 06/2021 |
| Lpl Financial Llc | New York | NY | 06/2021 | 07/2026 |
| Citigroup Global Markets Inc. | Rego Park | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-15 |
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