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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-23 |
| CA | RA | APPROVED | 2023-06-28 |
Branch Locations
Cpwm Sales 8225 Laguna Blvd, Suite B, Elk Grove, CA 95758 • United States
Cwm Retail, Sales 7231 Greenhaven Drive, Sacramento, CA 95831 • United States
Cwm Retail, Sales 580 N. Main Street, Manteca, CA 95336 • United States
Elk Grove, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | El Dorado Hills | CA | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | El Dorado Hills | CA | 11/2016 | 06/2023 |
| Citigroup | Elk Grove | CA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-17 |
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