Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-12
  • CA RA
    APPROVED
    Since 2022-09-12

Branch Locations

Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States

Citi Retail Banking 26916 La Paz Rd, Aliso Viejo, CA 92656 • United States

Laguna Niguel, CA • United States

Laguna Niguel, CA • United States

Citi Retail Banking 24221 Calle De La Louisa, Laguna Hills, CA 93653 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Aliso Viejo CA 05/2015 08/2022
Bank Of America, N.A. Aliso Viejo CA 05/2015 08/2022
Citigroup Aliso Viejo CA 09/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-19
  • S66 Uniform Combined State Law Examination
    2017-04-19
Other Names
  • Bill Said

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fountain Valley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor