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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-07-10 |
Branch Locations
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Citi Retail Banking 3101 Crow Canyon Place, San Ramon, CA 94583 • United States
Cwm Retail, Sales 3288 Castro Valley Blvd, Castro Valley, CA 94546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burberry | Livermore | CA | 12/2007 | Present |
| Citbank Na | San Lorenzo | CA | 05/1995 | 03/2018 |
| Citigroup | Newark | CA | 03/2018 | Present |
Rental Property - San Leandro, CA; Investment-related; Affiliation started 08/01/2008; Title: Owner; Duties: Landlord - Collect rent and answer questions from tenant; No time is devoted during securities trading hours; 2 hours are devoted each month outside of securities trading hours./////Alameda County In-Home Supportive Services; Not Investment-related; Nature: In home support for family member; Dublin, CA 94568; Started: 9/8/2022; Title: IHSS Provider; Duties: cleaning, cooking and shopping for my father.; No time is devoted each month during securities trading hours; 21-40 hours are devoted each month outside of securities trading hours./////OA name: 4134 Ravenwood Place Rental Property, Nature: real estate (Investment-related: Yes, Location: Castro Valley, CA, started 02/16/2026), Title: Owner, Duties: Collect rent, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-12 |
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