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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-21 |
Branch Locations
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Cwm Retail, Sales 22000 Ventura Boulevard, Woodland Hills, CA 91364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Glendale | CA | 10/2019 | 04/2021 |
| New York Life Insurane Co. | Glendale | CA | 02/2019 | 04/2021 |
| Socal Group | Torrance | CA | 12/2018 | 03/2019 |
| Mountain View Concept | Greenville | SC | 10/2018 | 11/2018 |
| Alliance College Ready Public Schools | Los Angeles | CA | 08/2016 | 07/2018 |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2023 | 05/2024 |
| Ameritas Life Insurance Company | Lincoln | NE | 01/2022 | 05/2024 |
| Mutual Of Omaha | Sherman Oaks | CA | 05/2024 | 03/2025 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2023 | 05/2024 |
| Citigroup | Sherman Oaks | CA | 03/2025 | Present |
| Mutual Of Omaha | Sherman Oaks | CA | 05/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-12 |
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