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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-07 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Great Neck, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | White Plains | NY | 01/2005 | 12/2021 |
| Wells Fargo Advisors Llc | Great Neck | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Great Neck | NY | 11/2016 | 12/2021 |
| Citigroup | New York | NY | 01/2022 | Present |
SHIRLEYLEWIS INCORPORATED, INVT RELATED, GREAT NECK, NY, 100% OWNERSHIP, START DATE 11/3/2021, 6 HRS PER MONTH, 0 HRS DURING TRADING, REAL ESTATE RENTAL PROPERTIES. ////Rental Property: Fairburn, GA; Investment-related; Started: May 1, 2024.; Title: Owner; Duties: Collect rent.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-21 |
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