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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-12 |
Branch Locations
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Cwm Retail, Sales 4375 Glencoe Ave, Marina Del Rey, CA 90292 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Pacific Palisades | CA | 03/2017 | 07/2022 |
| Jp Morgan Chase Bank | Pacific Palisades | CA | 03/2017 | 07/2022 |
| Bank Of America, N.A | Los Angeles | CA | 03/2012 | 03/2017 |
| Citigroup | Marina Del Rey | CA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-03 |
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