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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 08/2018 |
| Citigroup | New York | NY | 09/2018 | Present |
Rental Property - Miami, FL; Investment-related; Affiliation started on 07/01/2021; Title: Owner of apartment; Duties: Own apartment and it is rented; 1 hour devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours.///// Rental Property - Long Island City, NY; Investment-related; Started: 6/1/2022; Title: Landlord; Duties: Landlord, collecting rent. ; 0 hours are devoted each month during securities trading hours; 1 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-24 |
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