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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| CA | RA | APPROVED | 2017-05-24 |
Branch Locations
Cwm Retail, Sales 2401 El Camino Real, Palo Alto, CA 94306 • United States
Cwm Retail, Sales 1303 South Mary Avenue, Sunnyvale, CA 94087 • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Fremont, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | New York | NY | 08/2016 | 05/2017 |
| Citigroup | Santa Clara | CA | 05/2017 | Present |
Rental Property - Hayward, CA; Investment-related; Affiliation started on 11/09/2021; Title: Landlord; Duties: Providing house maintenance as needed and to fulfill landlord duty. 50/50 ownership with spouse.; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-13 |
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