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Matthew Gerald Almanza

Citigroup Global Markets Inc.

Los Angeles, CA

Pomona, CA

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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 2023-09-29
  • CA RA
    APPROVED
    Since 2023-09-29

Branch Locations

Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States

Pomona, CA • 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
Nwf Advisory Los Angeles CA 01/2016 10/2022
Royal Alliance Los Angeles CA 11/2017 10/2022
Ubs Financial Services Inc Los Angeles CA 10/2022 05/2023
Citigroup Los Angeles CA 06/2023 Present
  • 01/2016 → 10/2022
    Nwf Advisory
    Los Angeles, CA
  • 11/2017 → 10/2022
    Royal Alliance
    Los Angeles, CA
  • 10/2022 → 05/2023
    Ubs Financial Services Inc
    Los Angeles, CA
  • 06/2023 → Present
    Citigroup
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-29
S63 Uniform Securities Agent State Law Examination 2018-02-16
  • S66 Uniform Combined State Law Examination
    2023-09-29
  • S63 Uniform Securities Agent State Law Examination
    2018-02-16
Other Names
  • Matthew Almanza

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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