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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-06 |
Branch Locations
Citi Wealth Management, Service/Operations 81 Pier Ave, Hermosa Beach, CA 90254 • United States
Cwm Retail, Sales, One Market Plaza, Fl 40, San Francisc, CA 94105 • United States
San Pablo, CA • United States
Cwm Retail, Sales 1660 Olympic Blvd., Walnut Creek, CA 94596 • United States
San Pablo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 11/2022 | 04/2025 |
| Metisign | San Jose | CA | 06/2022 | 11/2022 |
| Yc Auto Group | Pittsburg | CA | 06/2020 | 12/2020 |
| As You Wish Frozen Yogurt | Albany | CA | 10/2018 | 05/2020 |
| University Of California Santa Cruz | Santa Cruz | CA | 09/2019 | 06/2022 |
| Albany Middle/High School | Albany | CA | 01/2014 | 06/2019 |
| Citigroup | San Francisco | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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