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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-11 |
Branch Locations
Citi Private Bank Two Court Square, 12Th Fl, Long Island City, NY 11101 • United States
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 01/2007 | 11/2017 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 11/2017 | 12/2022 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 08/2019 | 12/2022 |
| Citigroup | Tampa | FL | 01/2023 | Present |
Rental Property - Tampa, FL; Not Investment-related; Started: 10/27/2022; Title: Owner; Duties: Renting personal parking spot; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours.///// 4221 W. Spruce St., Unit 1309, Tampa, FL 33607; Investment-related; Nature: Villa Sonoma at International Plaza Condominiums; Tampa, FL; Started: September 1, 2024; Title: Landlord; Duties: Landlord; 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 | 2019-07-29 |
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