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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-07 |
Branch Locations
Los Alamitos, CA • United States
Cwm Retail, Sales 21530 Yorba Linda Blvd, Yorba Linda, CA 92887 • United States
Cwm Retail, Sales 5677 East La Palma Avenue, Anaheim, CA 92807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banc Of California | Manhattan Beach | CA | 10/2015 | 06/2017 |
| Torrey Pines Bank | Beverly Hills | CA | 06/2017 | 10/2017 |
| Citi Bank | Long Beach | CA | 02/2018 | 09/2019 |
| Bank Of New York Mellon | Los Angeles | CA | 09/2019 | 09/2021 |
| Extended Travel | Los Angeles | CA | 10/2017 | 01/2018 |
| Citi Bank | Los Angeles | CA | 09/2021 | 09/2024 |
| Idb Capital Corp. | Beverly Hills | CA | 09/2024 | 11/2024 |
| Israel Discount Bank Of New York | Beverly Hills | CA | 09/2024 | 11/2024 |
| Citi Bank | Yorba Linda | CA | 01/2025 | Present |
AVEA LLC; Not Investment-related; Nature: Retail stores that sell vitamin and supplemental products. The business is very similar to vitamin shoppe and/ or GNC; GARDEN GROVE, LAKEWOOD, DOWNEY.; Started: May 8, 2024; Title: Owner; Duties: I am the owner of the business; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
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