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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-28 |
Branch Locations
Cwm Retail, Sales 16800 Devonshire Street, Granada Hills, CA 91344 • United States
Citi Wealth Management, Service/Operations 81 Pier Ave, Hermosa Beach, CA 90254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whole Foods / Mrs Gooch Natural Food Mkt Inc | Porter Ranch | CA | 08/2016 | 04/2018 |
| Western International Securities, Inc. | Northridge | CA | 04/2019 | 02/2023 |
| Cetera Advisors Llc | Santa Clarita | CA | 03/2023 | 03/2023 |
| Pierson Wealth Management | Santa Clarita | CA | 03/2023 | 03/2023 |
| J.P. Morgan Securities Llc | Stevenson Ranch | CA | 04/2023 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Stevenson Ranch | CA | 04/2023 | 06/2024 |
| Western International Securities | Northridge | CA | 04/2018 | 03/2023 |
| Citigroup | Granada Hills | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-14 |
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