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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-01-09 |
| CT | RA | APPROVED | 2023-07-27 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave., Nw, 11Th Floor, Washington, DC 20004 • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 08/2008 | 05/2023 |
| Bank Of America, N.A. | Washington | DC | 08/2008 | 05/2023 |
| Citigroup | Washington | DC | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-03 |
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