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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-05-05 |
Branch Locations
Daly City, CA • United States
Citi Wealth Management, Supervision. 1 Market Plaza, 40Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Vallejo | CA | 03/2008 | Present |
| Teampersona | Walnut Creek | CA | 11/2016 | 11/2016 |
| Unemployed | Hayward | CA | 08/2016 | 10/2016 |
| Unemployed | Hayward | CA | 12/2016 | 03/2017 |
| Citigroup Global Markets Inc. | San Francisco | CA | 04/2017 | Present |
Rental Property (114)- Vallejo, CA; Investment-related; Affiliation started 06/01/2009; Title: Landlord; Duties: Arrange for repairs/maintenance; No time is devoted to the rental during securities trading hours; 2 hours are devoted to the rental each month outside of securities trading hours. ///// Rental Property (184)- Vallejo, CA; Investment-related; Affiliation started 09/01/2009; Title: Landlord; Duties: Arrange for repairs/maintenance; No time is devoted to the rental during securities trading hours; 2 hours are devoted to the rental each month outside of securities trading hours. ///// Rental Property (183)- Vallejo, CA; Investment-related; Affiliation started 08/09/2010; Title: Landlord; Duties: Arrange for repairs/maintenance; No time is devoted to the rental during securities trading hours; 2 hours are devoted to the rental each month outside of securities trading hours. ///// Rental Property (372)- Vallejo, CA; Investment-related; Affiliation started 01/15/2012; Title: Landlord; Duties: Arrange for repairs/maintenance; No time is devoted to the rental during securities trading hours; 2 hours are devoted to the rental each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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