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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-28 |
| IL | RA | APPROVED | 2022-01-24 |
Branch Locations
Citi Wealth Management, Nic 227 West Monroe St, Chicago, Chicago, IL 60606 • United States
Cwm Retail, Sales 1825 Lake Cook Road, Northbrook, IL 60062-1398 • United States
Niles, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Life Insurance Company | Northbrook | IL | 04/2011 | 07/2017 |
| Allstate Distributors, Llc | Northbrook | IL | 04/2011 | 07/2017 |
| Unemployed | Niles | IL | 07/2017 | 12/2017 |
| Fifth Third Securities | Chicago | IL | 12/2017 | 08/2021 |
| Unemployed | Niles | IL | 08/2021 | 12/2021 |
| Citigroup | Northbrook | IL | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2003-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-11 |
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