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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| FL | RA | APPROVED | 2014-12-12 |
Branch Locations
Citi Private Bank 777 S. Flagler Drive, Suite 1600 West, West Palm Beach, FL 33401 • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Vero Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 08/2014 | Present |
eBay; Not Investment-related; Nature: Family member(s) selling personal items/ collectibles on eBay; Vero Beach, FL; Started: 01/01/2022; Title: No Title; Duties: My 15 yr-old son's income from selling sports collectibles on eBay may roll up into my taxes at this moment, so I wanted to make Citi aware of any non-Citi income that may be classified under my name. We plan to incorporate it into a formal business via LLC. At that time, I will make you aware of any affiliations I may need to assume (i.e., proprietor, partner, officer, director, employee, trustee, agent or otherwise).; 0 hours are devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
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