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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-04 |
| TX | RA | APPROVED_RES | 2021-08-04 |
Branch Locations
Marina Del Rey, CA • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Cwm Retail, Sales 9401 Wilshire Blvd., Beverly Hills, CA 90212 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | El Segundo | CA | 06/2014 | 08/2021 |
| Citigroup | Beverly Hills | CA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-06 |
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