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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-02-23 |
| CA | RA | APPROVED | 2022-02-09 |
Branch Locations
Citi Wealth Management, Investment 201 S. Biscayne Blvd., 6Th Fl, Miami, FL 33131 • United States
San Mateo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantum Capital Management | San Francisco | CA | 05/2013 | 10/2016 |
| Sterling Bank &Trust | San Francisco | CA | 10/2016 | 01/2019 |
| Citi Ipb U.S. | San Francisco | CA | 02/2019 | 11/2019 |
| Charles Schwab & Co., Inc | Berkeley | CA | 12/2019 | 01/2022 |
| Charles Schwab Bank | Berkeley | CA | 12/2019 | 01/2022 |
| Citi Group | San Francisco | CA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2014-10-24 |
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