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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-17 |
Branch Locations
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Citi Retail Banking 608 San Antonio Road, Mountain View, CA 94040 • United States
Cwm Retail 3191 Mowry Avenue, Fremont, CA 94538 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Jose | CA | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 07/2023 |
| Hsbc Bank Usa Na. | Cupertino | CA | 08/2023 | 11/2025 |
| Hsbc Securities (Usa) Inc. | Cupertino | CA | 08/2023 | 11/2025 |
| Citigroup Global Markets Inc | New York | NY | 11/2025 | Present |
1.RENTAL PROPERTY, INV RELATED, San Francisco, CA, 100% OWNERSHIP, START 8/14/2023, 566 S Van Ness Ave. #14 San Francisco, CA 94110 3 HOURS PER MONTH, ZERO DURING TRADING, PROPERTY MANAGEMENT. 2.South Van Ness Home Owner's Association , Not investment-related, 566 S. Van Ness Ave. San Francisco, CA 94110, Nature of Business- HOA Board Member ; Relationship/ Title- Board Member, Description- I'm an elected board member. the start date of your relationship- 8/14/2023. 3. RENTAL PROPERTY - MOUNTAIN VIEW, Investment related, 1915 Mt Vernon Ct Mountain View, CA 94040, Sole Trader, START DATE 1/1/2024, 10 HOUR PER ANNUM, 0 HRS DURING TRADING, Description - Own and manage this rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-31 |
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