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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-16 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | New York | NY | 06/2011 | 04/2018 |
| Blackrock | New York | NY | 04/2018 | 08/2023 |
| Blackrock Investments, Llc | New York | NY | 04/2018 | 08/2023 |
| Mercer Investments, Llc | New York | NY | 09/2023 | 12/2025 |
| Mgi Funds Distributors, Llc | New York | NY | 12/2023 | 12/2025 |
| Citigroup | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-10 |
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