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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| CA | RA | APPROVED | 2017-01-18 |
Branch Locations
Cwm Retail, Sales 796 Laurel Street, San Carlos, CA 94070 • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Cwm Retail, Sales 61 W Hillsdale Blvd, San Mateo, CA 94403 • United States
Hillsborough, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | San Mateo | CA | 03/2015 | 01/2017 |
| Various Insurance Carriers For Waddell & Reed Insurance Agencies | San Mateo | CA | 03/2015 | 01/2017 |
| Citi | San Francisco | CA | 01/2017 | Present |
06/2012-PRESENT, PARENT VOLUNTEER BOARD MEMBER/TREASURER OF BURLINGAME SOCCER CLUB, BURLINGAME, CA, YOUTH SOCCER CLUB, NOT INVESTMENT-RELATED./////Rental Property-Burlingame, CA; Investment related; Title: Trustee; Duties: occasional minor duties if necessary to assist the property manager; 0 hours devoted during trading hours; .25 hours devoted each month outside of trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
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