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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| DC | RA | APPROVED | 2017-08-02 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States
Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chevy Chase Trust | Bethesda | MD | 05/2006 | 06/2017 |
| Citigroup | Washington | DC | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| 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 |
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