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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-09 |
Branch Locations
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Cwm Retail 3191 Mowry Avenue, Fremont, CA 94538 • United States
Citi Retail Banking 1800 Decoto Road, Union City, CA 94587 • United States
Palo Alto, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 03/2016 | 11/2019 |
| Morgan Stanley Private Bank. N.A. | New York | NY | 06/2016 | 11/2019 |
| East West Bank | Cupertino | CA | 11/2019 | 07/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2019 | 07/2022 |
| Citigroup | Fremont | CA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
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