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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-11-05 |
Branch Locations
Cwm Retail, Sales 3900 Paradise Road, Las Vegas, NV 89169 • United States
Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Las Vegas | NV | 02/2016 | 10/2023 |
| Self Employed | Las Vegas | NV | 10/2023 | 03/2024 |
| Securities America, Inc. | Las Vegas | NV | 03/2024 | 06/2024 |
| Securities America Advisors | Las Vegas | NV | 03/2024 | 06/2024 |
| Osaic Wealth, Inc. | Las Vegas | NV | 06/2024 | 10/2025 |
| Osaic Wealth, Inc. | Las Vegas | NV | 06/2024 | 10/2025 |
| Citigroup | Las Vegas | NV | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-05 |
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