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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-20 |
Branch Locations
Citi Retail Banking 237 S. Myrtle Ave, Monrovia, CA 91016 • United States
Cwm Retail 11141 Main Street, El Monte, CA 91731 • United States
Cwm Retail, Sales 285 S. Lake Ave, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | City Of Industry | CA | 12/2022 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | City Of Industry | CA | 12/2022 | 09/2025 |
| Realtor.cOm | Westlake Village | CA | 04/2022 | 12/2022 |
| National Debt Relief | Culver City | CA | 03/2018 | 02/2021 |
| Simple Debt Solutions | Encino | CA | 07/2021 | 02/2022 |
| American Advisors Group | Orange | CA | 04/2016 | 02/2018 |
| Alleviate Financial Solutions | Irvine | CA | 03/2022 | 03/2022 |
| Just Funded Mortgage Dba Home Mortgage Alliance Corporation Hmac | Garden Grove | CA | 02/2021 | 06/2021 |
| Nylife Securities Llc | Los Angeles | CA | 03/2021 | 10/2021 |
| Citigroup | Monterey Park | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-13 |
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