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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-23 |
Branch Locations
Cwm Retail, Sales 2710 N. Sepulveda Blvd., Manhattan Beach, CA 90266 • United States
Citi Wealth Management, Sales 2170 Newbury Road, Newbury Park, CA 91320 • United States
Palos Verdes Estates, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Los Angeles | CA | 04/2015 | 11/2017 |
| City National Bank | Los Angeles | CA | 12/2017 | 09/2025 |
| Citigroup | Manhattan Beach | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-03 |
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