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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-11 |
Branch Locations
Cwm Retail, Sales 2198 Chestnut Street, San Francisco, CA 94123 • United States
Cwm Retail, Sales 130 Throckmorton Ave., Mill Valley, CA 94941 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Cwm Retail, Sales 2025 Van Ness Ave, San Francisco, CA 94109 • United States
Cwm Retail, Sales 101 Tiburon Blvd., Mill Valley, CA 94941 • United States
Cwm Retail Sales 2310 Fillmore St, San Francisco, CA 94115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | San Francisco | CA | 05/2018 | 08/2019 |
| Bank Of America | San Francisco | CA | 08/2017 | 05/2018 |
| Citibank | San Francisco | CA | 12/2016 | 08/2017 |
| Salt & Honey | Berkeley | CA | 12/2016 | 08/2017 |
| California Smiles | San Francisco | CA | 07/2015 | 12/2016 |
| Castagnola's | San Francisco | CA | 09/2016 | 12/2016 |
| J.P. Morgan Securities Llc | San Francisco | CA | 05/2018 | 11/2021 |
| Jpmorgan Chase Bank, N.A | San Francisco | CA | 08/2019 | 11/2021 |
| Citigroup | San Francisco | CA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-09 |
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