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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 2025-08-20
  • CA RA
    APPROVED
    Since 2025-08-20

Branch Locations

Citi Retail Banking 740 S. Rancho Santa Fe Road, San Marcos, CA 92078 • United States

Citi Wealth Management, Sales 17400 Brookhurst St., Ste 200, Fountain Valley, CA 92708 • United States

Citi Retail Banking 1505 East Valley Parkway, Escondido, CA 92027 • 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
Jp Morgan Securities Llc Berkeley CA 07/2015 09/2022
Jpmorgan Chase Bank Berkeley CA 06/2015 09/2022
El-Shopo San Pablo CA 10/2016 12/2017
1818 Mesa Buena Avenue, Llc. San Pablo CA 06/2018 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 09/2022 09/2023
Bank Of America, N.A. San Francisco CA 12/2022 09/2023
Wells Fargo Clearing Services, Llc Pleasant Hill CA 09/2023 01/2025
Wells Fargo Bank, Na Pleasant Hill CA 09/2023 01/2025
Citigroup San Marcos CA 08/2025 Present
  • 07/2015 → 09/2022
    Berkeley, CA
  • 06/2015 → 09/2022
    Jpmorgan Chase Bank
    Berkeley, CA
  • 10/2016 → 12/2017
    El-Shopo
    San Pablo, CA
  • 06/2018 → Present
    1818 Mesa Buena Avenue, Llc.
    San Pablo, CA
  • 09/2022 → 09/2023
    San Francisco, CA
  • 12/2022 → 09/2023
    Bank Of America, N.A.
    San Francisco, CA
  • 09/2023 → 01/2025
    Pleasant Hill, CA
  • 09/2023 → 01/2025
    Wells Fargo Bank, Na
    Pleasant Hill, CA
  • 08/2025 → Present
    Citigroup
    San Marcos, CA
Previous Registrations
Other Businesses

RENTAL PROPERTY, INV RELATED, SAN PABLO, CA, 100% OWNERSHIP, START: 1/1/20, 1 HR PER MONTH, 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-30
S63 Uniform Securities Agent State Law Examination 2015-09-23
  • S66 Uniform Combined State Law Examination
    2018-04-30
  • S63 Uniform Securities Agent State Law Examination
    2015-09-23
Other Names
  • Paul Sung
  • Paul Sing-Shun Sung

View on SEC IAPD

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