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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-05 |
Branch Locations
Cwm Retail, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Oakland | CA | 11/2016 | 01/2017 |
| Unemployed | Tiburon | CA | 09/2016 | 10/2016 |
| Morgan Stanley Smith Barney Llc | Pasadena | CA | 04/2018 | 08/2018 |
| U.S. Bank | Walnut Creek | CA | 10/2018 | 02/2020 |
| Hilltop Securities Inc | Dallas | TX | 04/2020 | 07/2020 |
| Robert Half Financial Services | Oakland | CA | 01/2017 | 07/2017 |
| Unemployed | El Cerrito | CA | 07/2017 | 03/2018 |
| Unemployed | El Cerrito | CA | 08/2018 | 10/2018 |
| Citigroup | Fremont | CA | 07/2020 | 04/2024 |
| Td Private Client Wealth Llc | Springfield | VA | 04/2024 | 06/2024 |
| Td Bank N.A. | Springfield | VA | 04/2024 | 06/2024 |
| East West Bank | Carson | CA | 06/2024 | 12/2024 |
| Unemployed | Torrance | CA | 01/2025 | 04/2025 |
| Citigroup | Rockville | MD | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-17 |
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