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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| CA | RA | APPROVED | 2014-08-28 |
Branch Locations
Cwm Retail, Sales 145 Broadway, Sand Diego, CA 92101 • United States
Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States
Citi Retail Banking 10606 Camino Ruiz, Suite10, San Diego, CA 92126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | San Diego | CA | 04/2013 | Present |
| Citigroup Global Markets Inc. | San Diego | CA | 08/2014 | Present |
La Jolla High School; La Jolla High School Rugby; Not investment-related; La Jolla, CA; Affiliation started on 10/01/2020; Title: Head Coach; Duties: Head Coach of High School Rugby Team; 0 hours devoted each month during securities trading hours; 36 hours devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-11 |
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