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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-12-18 |
Branch Locations
Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • United States
Citi Retail Banking 44-480 Town Center Way, Palm Desert, CA 92260 • United States
Citi Retail Banking 1675 E Palm Canyon Drive, Palm Springs, CA 92264 • United States
Indio, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 10/2014 | 12/2016 |
| Bank Of America, N.A. | Pasadena | CA | 10/2014 | 12/2017 |
| Citigroup | Monrovia | CA | 12/2017 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 12/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-16 |
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