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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-12 |
Branch Locations
Citi Wealth Management, Service/Operations 81 Pier Ave, Hermosa Beach, CA 90254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 12/2012 | 02/2019 |
| Stifel Nicolaus & Co Inc | Los Angeles | CA | 12/2019 | 06/2022 |
| Apr Llc | Canoga Park | CA | 02/2019 | 12/2019 |
| Da Davidson Companies | Newport Beach | CA | 07/2022 | 03/2023 |
| Raymond James & Associates, Inc | Beverly Hills | CA | 03/2023 | 04/2023 |
| California State University Los Angeles (Csula) | Los Angeles | CA | 02/2022 | Present |
| Citigroup Global Markets Inc. | Hermosa Beach | CA | 05/2023 | Present |
(1)Name of Business: Address: 4516 W. 172nd St Unit A, Lawndale, CA, 90260, United States Activity Type: Part-Time Activity/Employment Position/Title: Agent Investment Related: No Start Date: 03/20/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: California Notary ///// California State University Los Angeles (CSULA); Not Investment-related; Nature: University - job entails teaching students; Los Angeles, CA; Started: 2/7/2022; Title: Adjunct Professor ; Duties: Teaching students. Lecturing. ; No time is devoted each month during securities trading hours; 11-20 hours are devoted each month outside of securities trading hours. ///// APR Investment & Management, LLC; Not Investment-related; Nature: Limited Liability company for real estate holdings and consulting; Canoga Park, CA; Started: December 15, 2009; Title: LLC Member; Duties: Real estate holdings and consulting; No time is devoted each month during securities trading hours; 0-1 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-01 |
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