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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-13 |
Branch Locations
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Cwm Retail, Sales 20 West Shaw Avenue, Clovis, CA 93612 • United States
Citi Retail Banking 7025 North Marks Avenue, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Fresno | CA | 06/2005 | 06/2017 |
| Citigroup | Fresno | CA | 06/2022 | Present |
| Hsbc Bank | Santa Clara | CA | 03/2020 | 08/2020 |
| Unified Pet Products | West Point | NE | 09/2017 | 04/2018 |
| None | Fresno | CA | 08/2020 | 06/2022 |
| None | Birmingham | MI | 04/2018 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-20 |
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