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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-11 |
Branch Locations
Citi Retail Banking 1910 Garnet Ave, San Diego, CA 92109 • United States
Citi Retail Banking 13455 Poway Rd, Poway, CA 92064 • United States
Citi Wealth Management, Sales 17400 Brookhurst St., Ste 200, Fountain Valley, CA 92708 • United States
Citi Retail Banking 402 Fletcher Parkway, El Cajon, CA 92020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank | San Diego | CA | 06/2008 | 10/2019 |
| Unionbanc Investment Services | Spring Valley | CA | 09/2013 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | La Mesa | CA | 10/2019 | 10/2021 |
| Bank Of America, N.A. | La Mesa | CA | 10/2019 | 02/2021 |
| Citigroup | San Diego | CA | 11/2021 | Present |
I*10869 For profit or not for profit: Name of outside business organization: Veranza Rental Property Investment related: Address of business: ChulA Vista, California 91915 Nature of business: , Position, title, association: , Start date of relationship: 10/22/2017 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*505795 For profit or not for profit: Name of outside business organization: rental house 2 Investment related: N Address of business: Chula Vista, California, 91911 Nature of business: Position, title, association: , Start date of relationship: 6/6/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-26 |
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