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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-08-06 |
Branch Locations
Cwm Retail, Sales 1011 South Victoria Avenue, Ventura, CA 93003 • United States
Cwm Retail, Sales 739 West Channels Islands Blvd., Port Hueneme, CA 93041 • United States
Cwm Retail, Sales 430 Arneill Road, Camarillo, CA 93010 • United States
Citi Wealth Management, Sales 2170 Newbury Road, Newbury Park, CA 91320 • United States
Santa Barbara, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 07/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-04 |
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