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 2026-06-04
  • CA RA
    APPROVED
    Since 2026-06-04

Branch Locations

Cwm Retail, Sales 20520 Devonshire Street, Chatsworth, CA 91311 • United States

Citi Wealth Management, Service/Operations 81 Pier Ave, Hermosa Beach, CA 90254 • 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
Citigroup Chatsworth CA 05/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 05/2011 04/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-30
  • S66 Uniform Combined State Law Examination
    2024-10-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chatsworth, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor