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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
Citi Retail Banking 3251 20Th Ave, Ste #Op190, San Francisco, CA 94132 • United States
Cwm Retail, Sales 1900 Noriega Street, San Francisco, CA 94122 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2022 | 12/2025 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 11/2022 | 12/2025 |
| Starbucks | San Francisco | CA | 05/2016 | 10/2022 |
| Icon Burger Acquisition Llc | San Francisco | CA | 05/2019 | 06/2019 |
| Citigroup | San Francisco | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-07 |
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