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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-19 |
Branch Locations
Cwm Retail, Sales 1 California St, San Francisco, CA 94111 • United States
Cwm Retail, Sales 429 Paseo Grande Blvd, San Lorenzo, CA 94580 • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
San Ramon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Francisco | CA | 12/2012 | 04/2018 |
| Jp Morgan Chase Bank | San Francisco | CA | 05/2012 | 04/2018 |
| Lees Gong Hey Fat Choi Company | San Bruno | CA | 08/2013 | Present |
| Jp Morgan Securities N.A. | San Francisco | CA | 05/2018 | 12/2022 |
| Citigroup | San Francisco | CA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-08 |
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