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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-09 |
Branch Locations
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Citi Retail Banking 3030 El Cerrito Plaza,, El Cerrito, CA 94530 • United States
Citi Retail Banking 1377 Solano Ave, Albany, CA 94706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 06/2020 | 08/2022 |
| Bank Of America, N.A. | Berkeley | CA | 04/2018 | 06/2020 |
| Bank Of America, N.A. | Berkeley | CA | 06/2017 | 04/2018 |
| Unemployed | El Cerrito | CA | 02/2017 | 06/2017 |
| Hilton San Francisco Union Square | San Francisco | CA | 08/2016 | 02/2017 |
| Bank Of America, N.A. | Walnut Creek | CA | 08/2020 | 08/2022 |
| Citigroup | El Cerrito | CA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
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