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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-18 |
Branch Locations
Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • United States
Cwm Retail, Sales 6750 Van Nuys Blvd., Suite 1A, Van Nuys, CA 91405 • United States
Cwm Retail, Sales 4821 Laurel Canyon Blvd, North Hollywood, CA 91607 • United States
Cwm Retail, Sales 4464 Van Nuys Blvd., Sherman Oaks, CA 91403 • United States
Cwm Retail, Sales 13003 Victory Blvd, North Hollywood, CA 91606 • United States
Northridge, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Northridge | CA | 10/2017 | 11/2018 |
| Bank Of America | North Hollywood | CA | 07/2013 | 10/2017 |
| Jp Morgan Securities, Llc | Northridge | CA | 11/2018 | 01/2024 |
| Jp Morgan Chase Bank, N.A. | Northridge | CA | 11/2018 | 01/2024 |
| Citigroup | North Hollywood | CA | 01/2024 | Present |
Rental Property: Columbus, OH; Investment-related; Started: August 1, 2024; Title: Owner; Duties: Renting and managing the property. I will have a management company handling the vast majority of work; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
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