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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-05-06 |
Branch Locations
Cwm Retail, Sales 2101 University Ave, Berkeley, CA 94704 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Albany, CA • United States
Cwm Retail, Sales 1 California St, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Francisco | CA | 06/2013 | Present |
| Jpmorgan Chase Bank | San Francisco | CA | 09/2011 | Present |
| Citigroup | Berkeley | CA | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-06 |
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