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Xinyu Zhang

Citigroup Global Markets Inc.

Fountain Valley, CA

Rowland Heights, CA

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-18
  • CA RA
    APPROVED
    Since 2022-05-18

Branch Locations

Citi Wealth Management, Sales 17400 Brookhurst St., Ste 200, Fountain Valley, CA 92708 • United States

Cwm Retail, Sales 18847 E. Colima Road, Rowland Heights, CA 91748 • 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
OrganizationCityStateFromTo
Citigroup Chino Hills CA 02/2019 Present
John Edgar State Farm Insurance Agent Chino Hills CA 04/2018 01/2019
Pc Surrogacy Pasadena CA 11/2018 01/2019
Tcl North America Corona CA 09/2016 04/2018
  • 02/2019 → Present
    Citigroup
    Chino Hills, CA
  • 04/2018 → 01/2019
    John Edgar State Farm Insurance Agent
    Chino Hills, CA
  • 11/2018 → 01/2019
    Pc Surrogacy
    Pasadena, CA
  • 09/2016 → 04/2018
    Tcl North America
    Corona, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-25
  • S66 Uniform Combined State Law Examination
    2021-09-25
Other Names
  • Cindy Zhang

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRANSAMERICA FINANCIAL ADVISORS, LLC
PERENNIAL FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.

Other Investors

EDWIN VAN ES
GABRIEL MARTIN
Blal Said
ELIJAH GRANT GOBLE
CHARLOTTE HUANG
WILLIAM ARTHUR OSLAND
JEFFERY GR GOBLE
GIESELLA ANNE EARLEY

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Fountain Valley, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOUNTAIN VALLEY, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · Fountain Valley, CA
PERENNIAL FINANCIAL SERVICES · Fountain Valley, CA
WELLS FARGO CLEARING SERVICES, LLC · FOUNTAIN VALLEY, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fountain Valley, CA
LPL FINANCIAL LLC · FOUNTAIN VALLEY, CA
LPL FINANCIAL LLC · FOUNTAIN VALLEY, CA

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