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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-17 |
Branch Locations
Cwm Retail, Sales 1651 University Ave., Riverside, CA 92507 • United States
Citi Retail Banking 3580 Tyler Street, Riverside, CA 92503 • United States
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Cwm Retail, Sales 3605 Central Avenue, Riverside, CA 92506 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Pasadena | CA | 05/2022 | 11/2023 |
| J.P. Morgan Securities Llc | Pasadena | CA | 06/2022 | 11/2023 |
| Redfin Corporation | Los Angeles | CA | 04/2019 | 01/2023 |
| Bank Of America | West Covina | CA | 01/2020 | 03/2022 |
| Ups | Los Angeles | CA | 11/2019 | 12/2019 |
| Grubhub | Los Angeles | CA | 02/2018 | 03/2019 |
| Lyft | Los Angeles | CA | 03/2016 | 02/2018 |
| United States Postal Service | Upland | CA | 01/2024 | 02/2024 |
| Unemployed | Los Angeles | CA | 12/2023 | 01/2024 |
| U.S. Bancorp | Chino | CA | 03/2024 | 10/2025 |
| Citigroup | Riverside | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-05 |
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