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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-23 |
| TX | RA | APPROVED | 2021-06-22 |
Branch Locations
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Cwm Retail, Sales 130 Main Street, Los Altos, CA 94022 • United States
Citi Retail Banking 1096 Blossom Hill Road, San Jose, CA 95123 • United States
Cupertino, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | San Jose | CA | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 06/2021 |
| Citigroup Global Markets Inc. | Los Altos | CA | 06/2021 | Present |
Rental Property (3931) - Merced, CA; Investment-related; Affiliation started on 06/30/2017; Title: Joint Landlord; Duties: order appliances if broken; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.///// Rental Property - San Jose, CA; Investment-related; Affiliation started on 12/15/2011; Title: Joint Landlord; Duties: order appliances if broken; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.///// Rental Property (1286) - Merced, CA; Investment-related; Affiliation started on 04/14/2016; Title: Joint Landlord; Duties: order appliances if broken; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.///// Rental Property (3728) - Merced, CA; Investment-related; Affiliation started on 02/24/2015; Title: Joint Landlord; Duties: order appliances if broken; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-03 |
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