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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-09-24 |
Branch Locations
Cwm Retail, Sales 5837 Kanan Road, Agoura Hills, CA 91301 • United States
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Citi Wealth Management, Sales 2170 Newbury Road, Newbury Park, CA 91320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Westlake Village | CA | 12/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-08 |
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