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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
Cwm Retail, Sales 951 Edgewater Blvd., Foster City, CA 94404 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • 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 | Foster City | CA | 12/2018 | 07/2020 |
| Us Bank | Alameda | CA | 05/2018 | 12/2018 |
| Pf Chang's | Pleasanton | CA | 04/2017 | 09/2018 |
| Applebee's | Hayward | CA | 01/2015 | 04/2017 |
| California State University, East Bay | Hayward | CA | 09/2014 | 06/2018 |
| J.P. Morgan Chase Bank, N.A. | Foster City | CA | 12/2018 | 07/2020 |
| Wells Fargo Clearing Services, Llc | San Mateo | CA | 06/2023 | 01/2026 |
| Wells Fargo Bank, Na | San Mateo | CA | 06/2023 | 01/2026 |
| Unemployed | Hayward | CA | 07/2020 | 03/2021 |
| Provident Credit Union | Redwood City | CA | 03/2021 | 06/2023 |
| Citigroup | Foster City | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-18 |
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