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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-12-18 |
Branch Locations
Citi Wealth Management, National Sales 388 Greenwich St., 22Nd Fl & 24Th Fl, New York, NY 10013 • United States
Santa Ana, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth 4 Purpose | Newport Beach | CA | 09/2009 | 10/2018 |
| Citigroup Global Markets, Inc. | Glendale | CA | 07/2012 | Present |
| Concordia University | Irvine | CA | 08/2011 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-23 |
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