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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-12 |
Branch Locations
Cwm Retail, Sales 9051 Tampa Avenue, Northridge, CA 91324 • United States
Citi Retail Banking 2860 Cochran St., Simi Valley, CA 93065 • United States
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Bank | Los Angeles | CA | 11/2020 | 10/2021 |
| California State University - Northridge | Northridge | CA | 08/2021 | 12/2023 |
| Unemployed | Glendale | CA | 09/2014 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Santa Clarita | CA | 09/2024 | 11/2025 |
| J.P. Morgan Securities Llc | Santa Clarita | CA | 09/2024 | 11/2025 |
| Citi Bank | Los Angeles | CA | 11/2021 | 08/2022 |
| Citi Bank | Glendale | CA | 09/2022 | 08/2024 |
| Citigroup | Simi Valley | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-13 |
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