Westin Richmond

Current Employers

Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-24

CA RA
APPROVED

Since 2026-02-24

Branch Locations

San Rafael, CA • United States

Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First Citizens Bank And Trust Company	San Francisco	CA	10/2021	10/2025
Abbot Downing	San Francisco	CA	08/2019	10/2021
Wells Fargo Bank	Mill Valley	CA	03/2015	08/2019
Citigroup	San Francisco	CA	10/2025	Present

10/2021 → 10/2025

First Citizens Bank And Trust Company

San Francisco, CA
08/2019 → 10/2021

Abbot Downing

San Francisco, CA
03/2015 → 08/2019

Wells Fargo Bank

Mill Valley, CA
10/2025 → Present

Citigroup

San Francisco, CA

Other Businesses

Company Name: Babcock Associates Ltd. Business is not investment related. Address: 2515 Sonoma St. Torrance, CA 90503. Property Management company out of southern California, my position is a consulting/research and development position for possible expansion into the northern California region. Start date: Jan 1st, 2020. I work approximately 5 hours per month on weekends and spend 0 hours during active securities trading hours or while working for my full-time job. General job description: Attending occasional open houses and search Zillow/Red Fin in the northern California region to outline housing market for the property manager and owner of the company, Lynzee Fujimoto.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-24

S66 Uniform Combined State Law Examination

2026-02-24