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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
Branch Locations
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2012 | 08/2017 |
| Bank Of America, N.A. | New York | NY | 08/2012 | 08/2017 |
| Wells Fargo Bank | San Francisco | CA | 08/2017 | 10/2021 |
| Wells Fargo Clearing Services | San Francisco | CA | 07/2021 | 10/2021 |
| Boston Private Wealth Llc | San Francisco | CA | 11/2021 | 04/2022 |
| Svb Wealth Llc | San Francisco | CA | 04/2022 | 01/2025 |
| Svb Investment Services Inc | San Francisco | CA | 04/2022 | 12/2023 |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | 01/2025 |
| First Citizens Bank | San Francisco | CA | 01/2025 | 10/2025 |
| Svb Wealth Llc | San Francisco | CA | 01/2025 | 10/2025 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | 10/2025 |
| Citigroup | San Francisco | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
| S66 | Uniform Combined State Law Examination | 2022-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
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