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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-06-05 |
| CA | RA | APPROVED | 2012-04-02 |
Branch Locations
Cwm Retail, Sales 101 Arroyo Drive, South San Francisco, CA 94080 • United States
Cwm Retail, Sales 495 Hickey Blvd., Daly City, CA 94015 • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Francisco | CA | 03/2012 | Present |
Rental Property - San Leandro, CA; Business is investment-related; Affiliation started 08/01/2012; Title: Landlord; Duties: Rent collection and needed major reports (like water heater replacements, etc...); No time is devoted to the business each month during security trading hours; approximately 0.5 hours are devoted to the business each month outside of security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-08 |
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