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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-11 |
Branch Locations
Cwm Retail, Sales 2420 Santa Clara Ave, Alameda, CA 94501 • United States
Cwm Retail, Sales 1198 Webster Ave, Oakland, CA 94607 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Francisco | CA | 02/2016 | 07/2020 |
| Jp Morgan Chase Bank | San Francisco | CA | 02/2016 | 07/2020 |
| Chinese Hospital | San Francisco | CA | 09/2018 | 12/2018 |
| Citigroup | San Francisco | CA | 07/2020 | 09/2024 |
| Citigroup | San Francisco | CA | 01/2025 | Present |
| N/A | San Francisco | CA | 09/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-05 |
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