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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| UT | RA | APPROVED | 2020-12-17 |
| CA | RA | APPROVED | 2017-03-13 |
Branch Locations
Cwm Retail, Sales 20520 Devonshire Street, Chatsworth, CA 91311 • United States
Cwm Retail, Sales 19350 Rinaldi Street, Suite 1A, Northridge, CA 91326 • United States
Cwm Retail, Sales 456 South Brand Blvd., San Fernando, CA 91340 • United States
Citi Wealth Management, Sales 2170 Newbury Road, Newbury Park, CA 91320 • United States
Granada Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Northridge | CA | 02/2016 | Present |
| Citigroup | La Canada Flintridge | CA | 02/2017 | Present |
Rental Property - San Fernando, CA; Investment-related; Affiliation started 07/23/2018; Title: Owner; Duties: Owner/landlord; No time is devoted to the rental each month during securities trading hours; 1 hour is devoted to the business each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-22 |
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