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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-03 |
| CT | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Newton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boston | MA | 05/2007 | Present |
SOLVIT CAPITAL PARTNERS, LLC; DOVER, DE; BUSINESS INVESTMENT RELATED.; AFFILIATION BEGAN NOVEMBER 2011; TITLE: MEMBER/50% OWNER; DUTIES: 50% OWNER IN AN LLC THAT WAS CREATED TO INVEST IN PE INVESTMENTS; 0-1 HOUR PER MONTH DEVOTED TO THE BUSINESS DURING SECURITIES TRADING HOURS AND 0-1 HOUR PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. ///// Bastion Institute; Not Investment-related; Nature: Non-profit; Alexandria, Virginia; Started: 4/11/2022; Title: Board of Directors; Duties: The Bastion Institute's mission is to bring together the brightest minds across the country to discuss the path towards strengthening America's leadership and standing on the international stage.; 1-2 hours are devoted each month during securities trading hours; 1-2 hours are devoted each month outside of securities trading hours./// Equilibrium Global Limited ; Not Investment-related; Nature: Equilibrium Global Limited is an international advisory and consulting firm based in the United Kingdom. It's subsidiary, Equilibrium (Gulf) Limited has organized an International Advisory Board to provide perspectives on international affairs, international economics and development strategy. ; East Sussex, England ; Started: March 7, 2025; Title: ? International Advisory Board Member; Duties: Attend one or two meetings per year, and to serve on the International Advisory Board. This is a non-governing board with no fiduciary responsibility, purely advisory in nature. ; 1-5 hours are 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 | 2001-11-14 |
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