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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-25
  • CA RA
    APPROVED
    Since 2022-04-25

Branch Locations

Cwm Retail, Sales 99 Post Street, San Francisco, CA 94104 • United States

Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citibank N.A. San Francisco CA 12/2013 Present
In Home Supportive Services Oakland CA 09/2020 Present
  • 12/2013 → Present
    Citibank N.A.
    San Francisco, CA
  • 09/2020 → Present
    In Home Supportive Services
    Oakland, CA
Other Businesses

I am a in home care provider for my parent with the In Home Supportive Services Program. The program is not investment related. I provide care in term of cooking, cleaning for my parent from home locate 15873 Via Del Sol, San Lorenzo CA 94580. I started 9/2020 and I normally devote around 20 hours weekly for this in home care.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-25
  • S66 Uniform Combined State Law Examination
    2022-04-25
Other Names
  • Xiu Chan Xu

View on SEC IAPD

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