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Yitong Liu

Citigroup Global Markets Inc.

San Francisco, CA

Sunnyvale, CA

Santa Clara, CA

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-29
  • CA RA
    APPROVED
    Since 2023-09-29

Branch Locations

Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States

Cwm Retail, Sales 1303 South Mary Avenue, Sunnyvale, CA 94087 • United States

Cwm Retail, Sales 2500 Pruneridge Ave., Santa Clara, CA 95050 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Sunnyvale CA 06/2021 Present
Citigroup Sunnyvale CA 02/2021 06/2021
Citigroup Sunnyvale CA 08/2019 01/2021
Unemployment Zibo 05/2018 07/2019
Citigroup Sunnyvale CA 03/2018 04/2018
Unemployment San Jose CA 12/2017 02/2018
Shandong Haiwangda Modern Logistic Co Ltd Zibo 10/2016 11/2017
Unemployment Bethlehem PA 08/2015 09/2016
  • 06/2021 → Present
    Citigroup
    Sunnyvale, CA
  • 02/2021 → 06/2021
    Citigroup
    Sunnyvale, CA
  • 08/2019 → 01/2021
    Citigroup
    Sunnyvale, CA
  • 05/2018 → 07/2019
    Unemployment
    Zibo
  • 03/2018 → 04/2018
    Citigroup
    Sunnyvale, CA
  • 12/2017 → 02/2018
    Unemployment
    San Jose, CA
  • 10/2016 → 11/2017
    Shandong Haiwangda Modern Logistic Co Ltd
    Zibo
  • 08/2015 → 09/2016
    Unemployment
    Bethlehem, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-29
S63 Uniform Securities Agent State Law Examination 2023-07-17
  • S65 Uniform Investment Adviser Law Examination
    2023-09-29
  • S63 Uniform Securities Agent State Law Examination
    2023-07-17

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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