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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-21 |
Branch Locations
Los Angeles, CA • United States
Los Angeles, CA • United States
Citi Wealth Management, Service/Operations 81 Pier Ave, Hermosa Beach, CA 90254 • United States
Cwm Retail, Sales 700 Brand Blvd., Glendale, CA 91203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 07/2024 | 05/2025 |
| California State University, Fullerton | Fullerton | CA | 08/2022 | 08/2024 |
| Onward Financial Services | Alhambra | CA | 01/2022 | 04/2024 |
| Unemployed | Los Angeles | CA | 03/2020 | 12/2020 |
| Cabo Cantina | Marina Del Rey | CA | 01/2020 | 03/2020 |
| Self Employed | Los Angeles | CA | 01/2019 | 03/2020 |
| Unemployed | Los Angeles | CA | 08/2018 | 12/2018 |
| Thunder Valley Casino Resort | Lincoln | CA | 02/2018 | 07/2018 |
| Morton's The Steakhouse | Sacramento | CA | 10/2016 | 01/2018 |
| Capitol Casino | Sacramento | CA | 01/2015 | 10/2016 |
| Joe's Crab Shack | Sacramento | CA | 05/2016 | 12/2016 |
| Pasadena City College | Pasadena | CA | 01/2021 | 05/2022 |
| Citigroup | Glendale | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-01 |
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