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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-08-18 |
Branch Locations
Cwm Retail, Sales 33 North Moorpark Rd, Thousand Oaks, CA 91360 • United States
Citi Retail Banking 2860 Cochran St., Simi Valley, CA 93065 • United States
Citi Wealth Management, Sales 2170 Newbury Road, Newbury Park, CA 91320 • United States
Cwm Retail, Sales 9051 Tampa Avenue, Northridge, CA 91324 • United States
Granada Hills, CA • 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 |
|---|---|---|---|---|
| Citigroup | Thousand Oaks | CA | 08/2017 | Present |
| Xceed Federal Credit Union | El Segundo | CA | 07/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-20 |
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