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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-06 |
Branch Locations
Cwm Retail, Sales 415 N. Pacific Coast Hwy, Redondo Beach, CA 90277 • United States
Cwm Retail, Sales 5700 Sepulveda Blvd, Culver City, CA 90230 • United States
Cwm Retail, Sales 81 Pier Ave, Hermosa Beach, CA 90254 • United States
Cwm Retail, Sales 935 Silver Spur Road, Rolling Hills Estates, CA 90274 • United States
Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Idb Capital Corp. | Beverly Hills | CA | 10/2016 | 07/2017 |
| Israel Discount Bank Of New York | Beverly Hills | CA | 10/2016 | 07/2017 |
| East West Bank | Beverly Hills | CA | 11/2017 | 08/2018 |
| Cetera Investment Services Llc | Beverly Hills | CA | 12/2017 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Torrance | CA | 06/2019 | Present |
| Jpmorgan Securities, Llc | Torrance | CA | 06/2019 | Present |
| Civil Smith 4Ten Group, Inc. | Redondo Beach | CA | 12/2015 | 11/2017 |
| Unemployed | Redondo Beach | CA | 09/2018 | 05/2019 |
| Citigroup Global Markets, Inc. | Redondo Beach | CA | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-15 |
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