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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-04 |
Branch Locations
Citi Wealth Management, Supervision 7795 West Flagler Street, Miami, FL 33144 • United States
Hayward, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Chicago | IL | 09/2011 | 09/2018 |
| J.P. Morgan Securities Llc | Chicago | IL | 10/2012 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Sillicon Valley | CA | 10/2018 | 06/2020 |
| Ubs Financial Services Inc. | 555 California Street | CA | 06/2020 | 10/2021 |
| Citigroup | San Francisco | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-08 |
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