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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-09 |
Branch Locations
Cwm Retail, Sales 2401 El Camino Real, Palo Alto, CA 94306 • United States
Citi Retail Banking 608 San Antonio Road, Mountain View, CA 94040 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Mateo | CA | 09/2019 | Present |
| California Pizza Kitchen | San Mateo | CA | 08/2017 | 08/2021 |
| Unemployed | San Mateo | CA | 04/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-03 |
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