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555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-06-11 |
Branch Locations
2029 Century Park East 1St Floor, Los Angeles, CA 90067 • United States
Azusa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Bank | Los Angeles | CA | 12/2009 | 05/2018 |
| City National Bank | Los Angeles | CA | 05/2018 | Present |
(1) Name of Entity: San Diego Volunteer Lawyer Program; Non-investment related; Address: 707 Broadway, Suite 1400 San Diego, CA 92101; Nature of OBA: SDVLP is a non-profit that offers pro-bono legal work to disadvantaged individuals in the great San Diego area.; Position/Title/Relationship: Board Member; Start Date: 06/01/2023; Time devoted: 5 hours per month; 0 during securities trading hours; Duties: I will be on the board in a financial capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-20 |
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