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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-29 |
Branch Locations
Cwm Retail, Sales 81 Pier Ave, Hermosa Beach, CA 90254 • United States
Citi Wealth Management, Nic 100 Citibank Dr, Fl 2, San Antonio, TX 78245 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 03/2020 | 04/2025 |
| J.P. Morgan Securities Llc | Westerville | OH | 09/2021 | 04/2025 |
| Citrin | Columbus | OH | 02/2018 | 02/2020 |
| Abercrombie & Fitch Co | Columbus | OH | 11/2015 | 08/2018 |
| Kellermeyer Bergensons Services Llc | Columbus | OH | 03/2016 | 10/2016 |
| The Ohio State University | Columbus | OH | 08/2015 | 12/2019 |
| Citigroup Global Markets Inc | Hermosa Beach | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-24 |
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