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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-02-08 |
Branch Locations
Cwm Retail, Sales 19300 Stevens Creek Boulevard, Cupertino, CA 95014 • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Cwm Retail, Sales 130 Main Street, Los Altos, CA 94022 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Cupertino | CA | 02/2016 | Present |
Rental Property Santa Clara, CA; Investment-related; Started: April 1, 2024; Title: Landlord; Duties: Owner; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-07 |
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