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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-27 |
Branch Locations
Cwm Retail, Sales 670 Merrick Avenue, East Meadow, NY 11554 • United States
Cwm Retail, Sales, 8001 Brush Hollow Road, Westbury, NY 11590 • United States
Citi Retail Banking 255 North Broadway, Hicksville, NY 11801 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • 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 |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | New York | NY | 08/2016 | 11/2019 |
| Hsbc Bank Usa National Association | New York | NY | 05/2017 | 11/2019 |
| Hsbc Securities Usa, Inc. | New York | NY | 05/2017 | 11/2019 |
| Unemployed | East Hills | NY | 11/2019 | 08/2021 |
| Citigroup | Great Neck | NY | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-28 |
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