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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-21 |
Branch Locations
Cwm Retail, Sales 700 Brand Blvd., Glendale, CA 91203 • United States
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Cwm Retail, Sales 1201 North Central Avenue, Glendale, CA 91202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Los Angeles | CA | 08/2015 | 05/2018 |
| Wells Fargo Clearing Services Llc | Los Angeles | CA | 04/2023 | 07/2025 |
| Ihss | Los Angeles | CA | 05/2009 | Present |
| Citigroup | Glendale | CA | 08/2025 | Present |
| Wells Fargo Clearing Services Llc | Los Angeles | CA | 05/2018 | 04/2023 |
IN HOME SUPPORTIVE SERVICES, NOT INVESTMENT RELATED, NOT PERFORMED DURING TRADING OR WORK HOURS, IN HOME CARE FOR ELDERLY PARENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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