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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-19 |
Branch Locations
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Citi Retail Banking 25487 Barton Road, Loma Linda, CA 92354 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Huntington Beach | CA | 07/2018 | 04/2021 |
| Credit Union Of Southern California | Fullerton | CA | 03/2018 | 07/2018 |
| Network Capital Funding Corporation | Irvine | CA | 10/2016 | 04/2017 |
| Schools First Federal Credit Union | Garden Grove | CA | 11/2014 | 10/2016 |
| Unemployed | Orange | CA | 04/2017 | 07/2017 |
| Jp Morgan Chase Bank, N.A | Huntington Beach | CA | 07/2018 | 04/2021 |
| Amtec Human Capital | Chino Hills | CA | 07/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Paso | TX | 02/2022 | 03/2025 |
| Loandepot | Irvine | CA | 04/2021 | 08/2021 |
| Unemployed | Orange | CA | 08/2021 | 02/2022 |
| Santa Ana Community College | Santa Ana | CA | 08/2008 | 08/2020 |
| Bank Of America N.A. | El Paso | TX | 11/2023 | 03/2025 |
| Partners Fcu | Anaheim | CA | 03/2025 | 06/2025 |
| Lpl Financial | Anaheim | CA | 04/2025 | 06/2025 |
| Citigroup | Riverside | CA | 10/2025 | Present |
| Unemployed | Orange | CA | 07/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-11 |
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