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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-15 |
Branch Locations
Citi Retail Banking 320 N. Harbor Blvd, Fullerton, CA 92832 • United States
Cwm Retail, Sales 1300 N. Kraemer Blvd, Placentia, CA 92870 • United States
Cwm Retail, Sales 21530 Yorba Linda Blvd, Yorba Linda, CA 92887 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Downey | CA | 06/2016 | 08/2018 |
| Jp Morgan Securities, Llc | Downey | CA | 06/2016 | 08/2018 |
| Wells Fargo Bank Na | Monterey Park | CA | 08/2018 | 10/2019 |
| Wells Fargo Clearing Services Llc | Monterey Park | CA | 08/2018 | 10/2019 |
| U.S. Bank | Downey | CA | 09/2019 | 07/2021 |
| U.S. Bancorp Investments, Inc. | Downey | CA | 10/2019 | 07/2021 |
| Jp Morgan Chase Bank, N.A. | Carson | CA | 07/2021 | 07/2022 |
| J.P. Morgan Securities Llc | Carson | CA | 07/2021 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Covina | CA | 08/2022 | 10/2023 |
| Wells Fargo Bank, Na | Covina | CA | 08/2022 | 10/2023 |
| Citigroup | Placentia | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-03 |
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