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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
Branch Locations
American Canyon, CA • United States
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Francisco | CA | 05/2026 | Present |
| Wells Fargo Bank | San Francisco | CA | 06/2022 | 05/2026 |
| Wells Fargo Clearing Services | San Francisco | CA | 06/2022 | 05/2026 |
| Wells Fargo Bank, N.A. - Abbot Downing | San Francisco | CA | 11/2012 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-17 |
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