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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| CA | RA | APPROVED | 2019-05-02 |
Branch Locations
Cwm Retail, Sales 2401 El Camino Real, Palo Alto, CA 94306 • United States
Citi Retail Banking 210 Primrose Road, Burlingame, CA 94010 • United States
Cwm Retail, Sales 250 University Avenue, Palo Alto, CA 94301 • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Cwm Retail, Sales 3510 Leigh Avenue, San Jose, CA 95124 • United States
Burlingame, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 02/2017 | 09/2018 |
| Groopie | Redwood City | CA | 08/2013 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 10/2018 |
| Novo Real Estate Group | San Mateo | CA | 12/2018 | 03/2019 |
| Citi | San Mateo | CA | 04/2019 | Present |
Rental Property - San Francisco, CA; Investment-related; Start Date: 01-10-2021; Title: Owner; Duties: Rental property; 0 hours devoted during securities trading hours; 1 hour devoted outside of securities trading hours.///// Naber LLC; Investment-related; Nature: Real Estate Ownership; Burlingame, CA; Started: 7/5/2023; Title: Owner; Duties: Property Owner; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-22 |
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