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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2010-02-10
NJ RA APPROVED 2007-05-29
  • CA RA
    APPROVED
    Since 2010-02-10
  • NJ RA
    APPROVED
    Since 2007-05-29

Branch Locations

Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. New York NY 05/2007 Present
Previous Registrations
  • 2006-09-20 → 2007-05-29
    Citicorp Investment Services
    New York, NY
Other Businesses

Isaac Property Management LLC; Business is investment-related; Jersey City, NJ; Affiliation started 09/147/2016; Title: President; Duties: Book short term rentals (less than 30 days) of property; No time is devoted to the rental each month during security trading hours; 35 hours are devoted to the rental reach month outside security trading hours./// Marvelous Jiro, LLC; Investment-related; Nature: Real Estate; Davenport, Florida; Started: September 1, 2023; Title: Member; Duties: Owner of property ; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours./// Rental Property Playa Del Rey, CA; Investment-related; Started: April 5, 2025; Title: Owner ; Duties: Landlord; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-18
S63 Uniform Securities Agent State Law Examination 1999-11-05
  • S65 Uniform Investment Adviser Law Examination
    2006-09-18
  • S63 Uniform Securities Agent State Law Examination
    1999-11-05

View on SEC IAPD

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