Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-13
  • CA RA
    APPROVED
    Since 2021-09-13

Branch Locations

Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States

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

Los Angeles, 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
Wells Fargo Bank Los Angeles CA 10/2017 09/2021
Citibank, N.A. Los Angeles CA 08/2012 11/2017
Citigroup Los Angeles CA 09/2021 Present
  • 10/2017 → 09/2021
    Wells Fargo Bank
    Los Angeles, CA
  • 08/2012 → 11/2017
    Citibank, N.A.
    Los Angeles, CA
  • 09/2021 → Present
    Citigroup
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2020-11-20
Other Names
  • Ana Rosa Jaquez
  • Ana Rosa Jacquez Rodarte

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beverly Hills, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor