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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-14 |
Branch Locations
Citi Retail Banking 3030 El Cerrito Plaza,, El Cerrito, CA 94530 • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Albany, CA • United States
Citi Retail Banking 1377 Solano Ave, Albany, CA 94706 • United States
Albany, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Albany | CA | 09/2015 | Present |
Rental Property - Richmond, CA; Investment-related; Affiliation started 12/01/2013; Title: Owner; Duties: Landlord; No time is devoted to the rental each month during or outside of security trading hours. ////// Rental Property - San Pablo, CA; Investment-related; Affiliation started 06/01/2013; Title: Owner; Duties: Landlord; No time is devoted to the rental each month during or outside of security trading hours.//// Nomi Tea LLC; Tea Shop; Non-Investment Related; Albany, CA; Affiliation Start Date: 4/19/2019; Silent Owner; No Duties; 0 hours devoted to the OA during and outside of securities trading hours./// Rental Property Sapporo-Shi, Sapporo Japan; Investment-related; Started: May 1, 2025; Title: Co-owner; Duties: N/A; No time is devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-10 |
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