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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-24 |
Branch Locations
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Cwm Retail, Sales 360 East Magnolia Blvd., Burbank, CA 91502 • United States
Cwm Retail, Sales 5015 Eagle Rock Blvd., Los Angeles, CA 90041 • United States
Cwm Retail, Sales 2621 Foothill Blvd., La Cresenta, CA 91214 • United States
Porter Ranch, CA • 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 |
|---|---|---|---|---|
| Infinex Investments Inc | Meriden | CT | 08/2016 | 07/2017 |
| Banc Of California | Santa Monica | CA | 08/2016 | 07/2017 |
| Citigroup | Santa Monica | CA | 07/2017 | 07/2019 |
| Cathay Bank | Los Angeles | CA | 07/2019 | 04/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2019 | 04/2025 |
| Cetera Investment Advisers Llc | Los Angeles | CA | 07/2019 | 04/2025 |
| Citigroup | Burbank | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-14 |
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