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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-09 |
Branch Locations
Citi Wealth Management, Investment 201 S. Biscayne Blvd., 6Th Fl, Miami, FL 33131 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
Tarzana, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hopewell | NJ | 06/2010 | 03/2020 |
| Bank Of America, N.A. | Pennington | NJ | 07/2010 | 03/2020 |
| Wells Fargo Clearing Services | Pasadena | CA | 05/2020 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Encino | CA | 07/2021 | 02/2025 |
| Bank Of America, N.A. | Encino | CA | 08/2021 | 02/2025 |
| U.S. Bancorp Advisors, Llc | Thousand Oaks | CA | 02/2025 | 06/2025 |
| Citigroup | Los Angeles | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-19 |
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