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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-18 |
Branch Locations
Citi Wealth Management, Service/Operations 81 Pier Ave, Hermosa Beach, CA 90254 • United States
Cwm Retail, Sales 17400 Brookhurst Street, Suite 102, Fountain Valley, CA 92708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Los Angeles | CA | 01/2023 | Present |
| Degree International Group Inc | Irvine | CA | 04/2017 | Present |
| University Of California Los Angeles | Los Angeles | CA | 03/2013 | 03/2017 |
1) 3/2023 - Degree International Group, Inc. / Business Owner / Not Investment Related / Irvine, CA / Owner / Start date 4/28/2017 / 60 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-15 |
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