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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-08 |
Branch Locations
Cwm Retail, Sales 23562 El Toro Rd, Lake Forest, CA 92630 • United States
Citi Retail Banking 3996 Barranca Parkway, Suite 130, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Mission Viejo | CA | 04/2021 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Irvine | CA | 04/2014 | 09/2017 |
| Bank Of America | Irvine | CA | 02/2014 | 09/2019 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 01/2022 | 09/2024 |
| J.P. Morgan Securities Llc | Irvine | CA | 01/2022 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Irvine | CA | 04/2016 | 12/2016 |
| Unemployed | Anaheim | CA | 10/2019 | 03/2021 |
| Citigroup | Irving | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-08 |
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