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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-20 |
Branch Locations
Cwm Retail, Sales 1399 Post St., San Francisco, CA 94109 • United States
Citi Retail Banking 43804 Christy Street, Fremont, CA 94538 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Cwm Retail, Sales 2025 Van Ness Ave, San Francisco, CA 94109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 08/2022 | 12/2025 |
| J.P. Morgan Securities Llc | San Francisco | CA | 08/2022 | 12/2025 |
| Walgreens | San Francisco | CA | 04/2019 | 06/2022 |
| Costco | South San Francisco | CA | 08/2018 | 03/2019 |
| Walgreens | San Francisco | CA | 07/2016 | 09/2018 |
| Chipotle | San Francisco | CA | 02/2020 | 05/2020 |
| Unemployed | San Francisco | CA | 07/2022 | 07/2022 |
| Citigroup | San Francisco | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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