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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 | 2017-09-22 |
Branch Locations
Citi Retail Banking 1100 Newport Center Drive, Newport, CA 92660 • United States
Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States
Huntington Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities | Saddlebrook | NJ | 04/2013 | 09/2017 |
| Citigroup | Santa Monica | CA | 09/2017 | Present |
Rental Property Oceanport, NJ ; Investment-related; Started: March 1, 2025; Title: Owner of single-family home rental; Duties: Single-family home rental; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-15 |
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