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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Chatsworth | CA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 05/2011 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-30 |
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