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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
Cwm Retail, Sales 2700 Pacific Coast Hwy, Torrance, CA 90505 • United States
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Cwm Retail, Sales 415 N. Pacific Coast Hwy, Redondo Beach, CA 90277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 08/2021 | 05/2022 |
| Wells Fargo Bank, Na | Los Angeles | CA | 08/2021 | 05/2022 |
| Bank Of America | Westwood | CA | 02/2017 | 02/2019 |
| Merrill Lynch, Pierce,Fenner & Smith Incorporated | Westwood | CA | 02/2017 | 06/2017 |
| Keller William | Rancho Palos Verdes | CA | 09/2020 | 08/2021 |
| Bank Of America, N.A. | El Segundo | CA | 05/2022 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo | CA | 05/2022 | 07/2024 |
| Fidelity Investments | Torrance | CA | 10/2024 | 02/2026 |
| Unemployed | Los Angeles | CA | 08/2024 | 10/2024 |
| Tiffany & Co. | Santa Monica | CA | 06/2016 | 02/2017 |
| Jpmorgan Chase Bank, N.A. | Rolling Hills Estates | CA | 04/2019 | 08/2020 |
| J.P. Morgan Securities Llc | Rolling Hills Estates | CA | 04/2019 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | 02/2026 |
| East West Bank | Torrance | CA | 03/2026 | 07/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2026 | 07/2026 |
| Cetera Investment Advisers Llc | Torrance | CA | 03/2026 | 07/2026 |
| Citigrou Global Markets, Inc | Torrance | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-01 |
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