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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-12 |
Branch Locations
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Cwm Retail, Sales 1900 Avenue Of The Stars, Ste. 100, Los Angeles, CA 90067 • United States
Cwm Retail, Sales 10680 West Pico Blvd., Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Los Angeles | CA | 06/2015 | 01/2021 |
| Jp Morgan Chase Bank | Los Angeles | CA | 04/2015 | 01/2021 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 05/2024 | 01/2025 |
| Wells Fargo Bank, Na | Beverly Hills | CA | 05/2024 | 01/2025 |
| Jp Morgan Chase Bank | Los Angeles | CA | 01/2021 | 03/2023 |
| Unemployment | Burbank | CA | 04/2023 | 12/2023 |
| First Republic Part Of Jp Morgan Chase | Santa Monica | CA | 01/2024 | 05/2024 |
| Citigroup | Los Angeles | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-21 |
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