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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED_RES | 2026-07-15 |
Branch Locations
Boca Raton, FL • United States
Cwm Retail, Sales 3101 North Federal Highway, Fort Lauderdale, FL 33306 • United States
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Coral Springs | FL | 10/2011 | 01/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2020 |
| Ameriprise Financial Services, Inc. | Coral Springs | FL | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Coral Springs | FL | 03/2020 | 07/2026 |
| Citigroup Global Markets, Inc | Del Rey | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-31 |
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