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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-28
DC RA APPROVED 2017-08-02
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • DC RA
    APPROVED
    Since 2017-08-02

Branch Locations

Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States

Bethesda, MD • 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
Chevy Chase Trust Bethesda MD 05/2006 06/2017
Citigroup Washington DC 06/2017 Present
  • 05/2006 → 06/2017
    Chevy Chase Trust
    Bethesda, MD
  • 06/2017 → Present
    Citigroup
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-07-19
S65 Uniform Investment Adviser Law Examination 2015-06-27
S66 Uniform Combined State Law Examination 2004-06-29
  • S63 Uniform Securities Agent State Law Examination
    2017-07-19
  • S65 Uniform Investment Adviser Law Examination
    2015-06-27
  • S66 Uniform Combined State Law Examination
    2004-06-29

View on SEC IAPD

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