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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-16 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 29Th & 30Th Fl, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | New York | NY | 06/2016 | 01/2025 |
| Blackrock Investments, Llc | New York | NY | 06/2016 | 01/2025 |
| Citigroup | New York | NY | 02/2025 | Present |
//The Lawrenceville School; Investment Related: Y; Nature: ;United States of America,New Jersey,Lawrence Township; Started: 2023-10-01; Title: ; Duties: Member of board of trustees, member of investment committee for school's endowment; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////Robin Hood; Investment Related: Y; Nature: ;United States of America,New York,New York; Started: 2021-03-01; Title: ; Duties: Leadership Council (advisory board) and Investment Committee, which helps with allocation and risk decisions for the foundation's reserve fund; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-11 |
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