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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 | 2018-03-26 |
Branch Locations
Citi Retail Banking 234 East 17Th Street, Costa Mesa, CA 92627 • United States
Cwm Retail, Sales 2700 Harbor Blvd, Costa Mesa, CA 92626 • United States
Huntington Beach, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Irvine | CA | 02/2017 | 03/2018 |
| Midnight Rain, Inc. | Huntington Beach | CA | 09/2011 | 02/2017 |
| Loyola University Chicago | Chicago | IL | 08/2013 | 12/2016 |
| Bank Of America, N.A. | Irvine | CA | 08/2017 | 03/2018 |
| Citigroup | Lakewood | CA | 03/2018 | Present |
Grant Goble LLC; Not Investment-related; Nature: Live Entertainment Production; Huntington Beach, CA; Started: 6/6/2022; Title: Managing Member; Duties: Provide and operate audiovisual components for live music events.; 0 hours are devoted each month during securities trading hours; 32 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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