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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-06-21 |
Branch Locations
Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • United States
Citi Wealth Management, Sales 2170 Newbury Road, Newbury Park, CA 91320 • United States
Cwm Retail, Sales 5837 Kanan Road, Agoura Hills, CA 91301 • United States
Newbury Park, 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 Global Markets Inc. | Newbury Park | CA | 06/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-05 |
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