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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-29 |
Branch Locations
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Cwm Retail, Sales 3490 Stevens Creek Blvd, San Jose, CA 95117 • United States
Cwm Retail, Sales 1310 El Paseo De Saratoga, San Jose, CA 95130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cupertino | CA | 11/2024 | 12/2025 |
| Jpmorgan Chase Bank, N.A. | Cupertino | CA | 11/2024 | 12/2025 |
| Bank Of Hebei | Handan City | 06/2014 | 01/2024 | |
| Unemployed | San Jose | CA | 02/2024 | 10/2024 |
| Citigroup | Palo Alto | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
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