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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-04-27 |
| CT | RA | APPROVED | 2026-01-05 |
Branch Locations
Lutherville, MD • United States
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Mclean | VA | 11/2006 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mclean | VA | 10/2009 | 05/2017 |
| M&T Securities | Buffalo | NY | 05/2021 | 10/2021 |
| M&T Bank | Baltimore | MD | 05/2017 | 12/2023 |
| Lpl Financial Llc | Baltimore | MD | 10/2021 | 11/2023 |
| Jpmorgan Chase Bank, Na | Baltimore | MD | 06/2024 | 12/2025 |
| Jpmorgan Securities Llc | Baltimore | MD | 06/2024 | 12/2025 |
| Unemployed | Lutherville | MD | 01/2024 | 05/2024 |
| Citigroup | Washington | DC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-27 |
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