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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Cwm Retail, Sales 1660 Olympic Blvd., Walnut Creek, CA 94596 • United States
Cwm Retail, Sales 4420 Treat Blvd., Concord, CA 94521 • United States
Cwm Retail, Sales 3528 Mt Diablo Blvd, Lafayette, CA 94549 • United States
Brentwood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | San Francisco | CA | 05/2007 | Present |
Rental Property - Fernley, NV; Investment-related; Affiliation started 06/10/2015; Title: Owner; Duties: Landlord; No time is devoted to the rental during security trading hours; 2 hours are devoted to the rental each month outside security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-07 |
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