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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| CA | RA | APPROVED | 2021-06-08 |
Branch Locations
Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • United States
Cwm Retail, Sales 400 North Central Avenue, Glendale, CA 91203 • United States
Northridge, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Sherman Oaks | CA | 09/2015 | 11/2016 |
| Wells Fargo Bank, Na | Sherman Oaks | CA | 09/2014 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Sherman Oaks | CA | 11/2016 | 07/2019 |
| Hsbc Securities (Usa) Inc. | Encino | CA | 07/2019 | 05/2021 |
| Hsbc Bank Usa, N.A. | Encino | CA | 07/2019 | 05/2021 |
| Citigroup | Studio City | CA | 05/2021 | Present |
OA name: PHB LUX Realty LLC, Nature: (Rental Property), (Investment-related: Yes, Location: Los Angeles, CA, started 01/01/2026), Title: Owner, Duties: Town House owner, Hours: (0 trading hours/month, 0 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
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