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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-02-08 |
Branch Locations
Cwm Retail, Sales 19300 Stevens Creek Boulevard, Cupertino, CA 95014 • United States
Citi Wealth Management, Service/Operations 81 Pier Ave, Hermosa Beach, CA 90254 • United States
Milpitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Francisco | CA | 02/2016 | Present |
Notary Public - external/outside of Citi; Not investment-related; Location depends on the person who needs a notary - typically within the Bay area, CA; Affiliation started 09/10/2018; Duties: Notarize signatures; No time is devoted each month during securities trading hours; Less than 5 hours are devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-23 |
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