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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-05-13 |
Branch Locations
Cwm Retail, Sales 9401 Wilshire Blvd., Beverly Hills, CA 90212 • United States
Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank, N.A. | Beverly Hills | CA | 01/2023 | Present |
| Cgmi | Encino | CA | 07/2020 | 12/2022 |
| Citibank, N.A | Fairfax | CA | 12/2017 | 07/2020 |
| Citibank, N.A. | North Hills | CA | 03/2012 | 12/2017 |
IN-HOME SUPPORTIVE SERVICES; Providing Care for the Disabled; Investment-Related: No; Location: Granada Hills, Studio City, and Los Angeles county (by appointment); Affiliation Start Date: 4/28/2018; Title: Care Provider; Duties: Help father with activities such as cleaning, grocery shopping, and cooking etc; Hours devoted to the outside business each month during securities trading hours: 0; Hours devoted to the outside business each month outside of securities trading hours: 79
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-30 |
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