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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-27 |
Branch Locations
Cwm Retail, Sales 4809 Commons Way, Calabasas, CA 91302 • United States
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Woodland Hills | CA | 11/2002 | 07/2020 |
| Wells Fargo Advisors Llc | Woodland Hills | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodland Hills | CA | 11/2016 | 07/2020 |
| Mufg Union Bank | Westlake Village | CA | 07/2020 | 05/2023 |
| Unionbanc Investment Services | Thousand Oaks | CA | 08/2020 | 05/2023 |
| U.S. Bank | Upland | CA | 06/2023 | 08/2025 |
| U.S. Bancorp Investments, Inc. | Upland | CA | 02/2025 | 08/2025 |
| Citigroup | Calabasas | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-12 |
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