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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-12-14 |
Branch Locations
Cwm Retail, Sales 17801 Colima Road, City Of Industry, CA 91748 • United States
Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States
Los Angeles, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Walnut Creek | CA | 12/2012 | 12/2017 |
| Lpba Inc. | Orinda | CA | 01/2010 | 12/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 12/2017 |
| Citigroup | Temple City | CA | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-01 |
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