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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| CA | RA | APPROVED | 2007-10-23 |
Branch Locations
Cwm Retail, Sales 19100 W. Soledad Canyon, Canyon County, CA 91351 • United States
Cwm Retail, Sales One West Bay Street, Alhambra, CA 91801 • United States
Citi Wealth Management, Sales 2170 Newbury Road, Newbury Park, CA 91320 • United States
Valencia, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Valencia | CA | 05/2007 | Present |
2864 Via Firenze Henderson, NV 89044; Investment-Related; Nature: Rental Property; Title: Passive owner; Started: 01/01/2023; Hours devoted to other business per month outside of securities trading hours:0; Hours devoted to other business per month during securities trading hours: 0; Duties: I do not have any duties///// Rental Property - Henderson, NV.; Investment-related; Started: May 17, 2024.; Title: Owner.; Duties: No duties.; 0. hours are devoted each month during securities trading hours; 0. hours are devoted each month outside of securities trading hours. ////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-08 |
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