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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-20 |
Branch Locations
Citi Retail Banking 740 S. Rancho Santa Fe Road, San Marcos, CA 92078 • United States
Citi Retail Banking 1505 East Valley Parkway, Escondido, CA 92027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
RENTAL PROPERTY, INV RELATED, SAN PABLO, CA, 100% OWNERSHIP, START: 1/1/20, 1 HR PER MONTH, 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-23 |
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