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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-01 |
Branch Locations
Cwm Retail, Sales 2710 N. Sepulveda Blvd., Manhattan Beach, CA 90266 • 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 |
|---|---|---|---|---|
| Citigroup | Chino Hills | CA | 07/2023 | Present |
| Unemployed | Irvine | CA | 01/2023 | 06/2023 |
| Bank Of America | Irvine | CA | 02/2020 | 12/2022 |
| Unemployed | Mission Viejo | CA | 01/2019 | 01/2020 |
| Nanyang Commercial Bank | Qingdao | 02/2014 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-31 |
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