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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-21 |
Branch Locations
Cwm Retail, Sales 2401 El Camino Real, Palo Alto, CA 94306 • United States
Atherton, CA • United States
Citi Retail Banking 608 San Antonio Road, Mountain View, CA 94040 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fresh Meadows | NY | 07/2019 | 03/2021 |
| Hsbc Bank | Bayside | NY | 05/2018 | 07/2019 |
| Spring Shabu Shabu | Flushing | NY | 03/2018 | 04/2019 |
| Jpmorgan Chase Bank, N.A. | Flushing | NY | 07/2017 | 04/2018 |
| Jongro Bbq | Flushing | NY | 01/2015 | 03/2018 |
| Cuny City College, Id Office | New York | NY | 08/2011 | 12/2016 |
| Jpmorgan Chase Bank, N.A. | Fresh Meadows | NY | 07/2019 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2021 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Thousand Oaks | CA | 08/2021 | 10/2024 |
| Wells Fargo Bank, Na | Thousand Oaks | CA | 08/2021 | 10/2024 |
| Dave & Busters | Concord | CA | 08/2023 | Present |
| Citigroup | San Francisco | CA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-27 |
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