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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Tailored Lending | CA | 11/2015 | 07/2021 |
| Ubs Bank Usa | San Francisco | CA | 11/2015 | 07/2021 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2021 | 11/2025 |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2021 | 11/2025 |
| Citigroup | San Francsico | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-23 |
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