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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-07-21 |
| NJ | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
Dallas, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 05/2007 | Present |
EQUALI LLC, DALLAS, TX. NOT INVESTMENT BUSINESS RELATED; AFFILIATION BEGAN JUNE 2014; TITLE: MANAGING MEMBER; DUTIES: BOOKKEEPING; NO TIME DEVOTED DURING SECURITIES TRADING HOURS AND CURRENTLY, APPROXIMATELY 1 HOUR PER MONTH OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-20 |
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