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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-30 |
Branch Locations
Citi Private Bank 531-535 Cowper Street, Palo Alto, CA 94301 • United States
Monte Sereno, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | San Jose | CA | 05/2016 | 11/2016 |
| Wells Fargo Bank | San Jose | CA | 05/2016 | 01/2020 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 01/2020 |
| Wells Fargo Clearing Service | Palo Alto | CA | 05/2022 | 02/2026 |
| Wells Fargo Bank | Palo Alto | CA | 05/2022 | 02/2026 |
| Comerica Bank | San Jose | CA | 01/2020 | 04/2021 |
| Wells Fargo Bank | Concord | CA | 04/2021 | 05/2022 |
| Citigroup | Palo Alto | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-03 |
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