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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
Cwm Retail 3191 Mowry Avenue, Fremont, CA 94538 • United States
Citi Retail Banking 608 San Antonio Road, Mountain View, CA 94040 • United States
Pleasanton, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palo Alto | CA | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | 06/2026 |
| Citi Group Global Markets | Mountain View | CA | 06/2026 | Present |
RENTAL PROPERTY; INV. RELATED; E PALO ALTO, CA; OWNER; START 6/2012; 0 HRS PER MONTH. RENTAL PROPERTY; INV. RELATED; SACRAMENTO, CA; OWNER; START 12/22/2017; 0 HR/MO; 0 DURING TRADING. RENTAL PROPERTY; INV. RELATED; SACRAMENTO, CA; OWNER; START 2/2019; 0 HRS PER MONTH. RENTAL PROPERTY; INV RELATED; ROSEVILLE, CA; 100% OWNERSHIP WITH SPOUSE; START 8/18/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INV RELATED, ROSEVILLE, CA, 100% OWNERSHIP WITH SPOUSE, START 3/5/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. TIME SHARE RENTAL VIA MARRIOTT VACATION CLUB, INVT RELATED, KAPOLEI, HI, 100% OWNERSHIP WITH SPOUSE, START DATE 1/22/2024, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF TIMESHARE RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-27 |
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