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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-12 |
Branch Locations
Cwm Retail, Sales 61 W Hillsdale Blvd, San Mateo, CA 94403 • United States
Cwm Retail, Sales 796 Laurel Street, San Carlos, CA 94070 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | San Francisco | CA | 09/2019 | 02/2023 |
| Martian Mobile Llc | San Francisco | CA | 02/2018 | 05/2019 |
| City College Of San Francisco | San Francisco | CA | 09/2012 | 12/2016 |
| Xianlin Investment | Shenzhen | 01/2017 | 02/2018 | |
| Unemployed | San Francisco | CA | 05/2019 | 09/2019 |
| Unemployed | San Francisco | CA | 02/2023 | 06/2023 |
| Agh Realty Group Corp | Millbrae | CA | 06/2023 | 11/2023 |
| Citibank | San Francisco | CA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-05 |
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