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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-05 |
Branch Locations
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Cwm Retail, Sales 300 S. Fairfax Ave., Los Angeles, CA 90036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Los Angeles | CA | 04/2018 | Present |
| N/A | N/A | CA | 06/2017 | 04/2018 |
| Diamond Business Loans | Beverly Hills | CA | 06/2016 | 06/2017 |
Rental Property (350) - Great Neck, NY; Investment-related; Started: 4/6/2022; Title: Member; Duties: Provided capital for investment into construction of residential units; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-05 |
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