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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-14 |
Branch Locations
Westminster, CO • United States
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Broomfield, CO • 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. | Denver | CO | 07/2007 | 05/2018 |
| Jpmorgan Chase Bank Na | Denver | CO | 05/2018 | 12/2022 |
| Jpmorgan Securities Llc | Denver | CO | 05/2018 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 12/2022 | 12/2024 |
| Citigroup | Denver | CO | 12/2024 | Present |
For profit or not for profit: Profit Name of outside business organization 523 Summit Place, LLC Investment related: Yes - Investment Property Address of business (City and State Only): 523 Summit Place Winter Park, CO 80482 Nature of business: 523 Summit Place, LLC is a rental property that I own and rent throughout the year. Aside from collecting rent, no other investment related activity involved with this single purpose & single member LLC. Position, title, association: Managing Member Start date of relationship: 1/1/2020 Number of hours devoted: 1 hr. / month Number of hours devoted during trading hours: 0 Duties: Property maintenance and paying monthly expenses are my only responsibilities. For profit or not for profit: Profit Name of outside business organization 1901 Wazee St. Unit 418, LLC Investment related: Yes - Investment Property Address of business (City and State Only): 1901 Wazee St. Unit 418 Denver, CO 80202 Nature of business: 1901 Wazee St. Unit 418, LLC is a rental property that I own and rent throughout the year. Aside from collecting rent, no other investment related activity involved with this single purpose & single member LLC. Position, title, association: Managing Member Start date of relationship: 11/1/2021 Number of hours devoted: 1 hr. / month Number of hours devoted during trading hours: 0 Duties: Property maintenance and paying monthly expenses are my only responsibilities. For profit or not for profit: Not for profit Name of outside business organization SeriesFest Investment related: No Address of business (City and State Only): 1550 Wewatta St. Ste. 820 Denver, CO 80202 Nature of business: SeriesFest champions and empowers artists at the forefront of episodic storytelling by providing year-round opportunities for creators and industry experts to connect, collaborate, and share stories, which inspire and impact global audiences. Position, title, association: Board Member Start date of relationship: 1/1/2021 Number of hours devoted: 6 hrs. / month Number of hours devoted during trading hours: 6 hrs. / month Duties: Help raise awareness to the organization & help with planning for their year round initiatives and annual festival.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-08 |
| S66 | Uniform Combined State Law Examination | 2008-01-14 |
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