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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-09-10 |
Branch Locations
Cwm Retail, Sales 21530 Yorba Linda Blvd, Yorba Linda, CA 92887 • United States
Cwm Retail, Sales 5677 East La Palma Avenue, Anaheim, CA 92807 • United States
Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States
Anaheim, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Garden Grove | CA | 09/2013 | Present |
University of California Irvine; Education; Irvine, CA; Affiliation started 09/07/2019; Title: Instructor; Duties: Instruct CFP candidates on financial planning, in preparation for CFP exam and certification; No time is devoted during securities trading hours; 32 hours are devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-15 |
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