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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-17
  • CA RA
    APPROVED
    Since 2025-06-17

Branch Locations

Cwm Retail, Sales 250 University Avenue, Palo Alto, CA 94301 • United States

Citi Retail Banking 210 Primrose Road, Burlingame, CA 94010 • United States

Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States

Citi Retail Banking 475 San Mateo Avenue, San Bruno, CA 94066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
East West Bank San Francisco CA 06/2016 08/2018
Cetera Investment Services Llc St Cloud MN 06/2016 08/2018
Ctbc Bank Cupertino CA 08/2018 12/2024
Cetera Investment Services Llc St. Cloud MN 11/2018 12/2024
Citigroup San Carlos CA 01/2025 Present
  • 06/2016 → 08/2018
    East West Bank
    San Francisco, CA
  • 06/2016 → 08/2018
    Cetera Investment Services Llc
    St Cloud, MN
  • 08/2018 → 12/2024
    Ctbc Bank
    Cupertino, CA
  • 11/2018 → 12/2024
    Cetera Investment Services Llc
    St. Cloud, MN
  • 01/2025 → Present
    Citigroup
    San Carlos, CA
Other Businesses

1.) PIANO TEACHER AT EXPLORE MUSIC SAN FRANCISCO 2.5 HRS WK 2.) WAITER AT HU BEI RESTAURANT MILLBRAE 8HRS WK 3.) RENTAL PROPERTY, REAL ESTATE RENTAL HOME, LANDLORD AND COLLECT RENTAL INCOME 4.) RENTAL PROPERTY, 100% OWNER, O/HRS/WK 5.) COMMERCIAL RENTAL PROPERTY, 100% OWNER;/// Las Vegas, NV; Investment-related; Started: December 8, 2021; Title: Landlord; Duties: I am the landlord, collect monthly rents; No time is devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours./// Las Vegas, NV; Investment-related; Started: January 26, 2024; Title: Landlord; Duties: I am the landlord, collect monthly rents; No time is devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours./// Las Vegas, NV; Investment-related; Started: February 10, 2023; Title: Landlord; Duties: I am the landlord, collect monthly rents; No time is devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours./// Antioch, CA ; Investment-related; Started: August 8, 2018; Title: Landlord; Duties: I am the landlord, collect monthly rents; No time is devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours.///

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-17
S63 Uniform Securities Agent State Law Examination 2013-06-13
  • S65 Uniform Investment Adviser Law Examination
    2025-06-17
  • S63 Uniform Securities Agent State Law Examination
    2013-06-13
Other Names
  • Jacky Wei
  • Jia Xing Wei
  • Jiaxing Wei

View on SEC IAPD

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