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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-05 |
Branch Locations
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Cwm Retail, Sales 5610 Sunrise Blvd., Citrus Heights, CA 95610 • United States
Citi Retail Banking, Sales 436 Howe Ave, Sacramento, CA 95825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Citrus Heights | CA | 08/2020 | Present |
| Capital Datacorp | Sacramento | CA | 09/2016 | 03/2020 |
| None | None | CA | 03/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-11 |
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