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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-31 |
Branch Locations
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Beverly Hills | CA | 08/1995 | 02/2022 |
| Insigneo Securities | Miami | FL | 02/2022 | 07/2022 |
| Galliott | Beverly Hills | CA | 02/2022 | 02/2026 |
| Citigroup Global Markets Inc. (Crd # 7059) | New York | NY | 03/2026 | Present |
BP Huntington Beach LLC. Not investment related. Passive investor in restaurant. Since 5/2015. 21058 PACIFIC COAST HIGHWAY, SUITE 240 HUNTINGTON BEACH, CA The Bungalow San Diego LLC. Not investment related. Passive investor in restaurant. Since 12/2025 12100 WILSHIRE Blvd suite 1540, Los Angeles CA 90210
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-22 |
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