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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-22 |
Branch Locations
Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • United States
Cwm Retail, Sales 10900 Wilshire Blvd., Los Angeles, CA 90024 • United States
Cwm Retail, Sales 1900 Avenue Of The Stars, Ste. 100, Los Angeles, CA 90067 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 02/2014 | 05/2018 |
| Bank Of America, N.A. | Pasadena | CA | 07/2014 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 05/2018 | 01/2024 |
| Citigroup | Los Angeles | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-16 |
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