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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-18 |
Branch Locations
Redwood City, CA • United States
Redwood City, CA • United States
Citi Private Bank 531-535 Cowper Street, Palo Alto, CA 94301 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Palo Alto | CA | 03/2014 | 03/2022 |
| Citigroup N.A. | Palo Alto | CA | 03/2014 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 03/2022 | 11/2024 |
| Bank Of America, N.A. | Palo Alto | CA | 03/2022 | 11/2024 |
| Citigroup | Palo Alto | CA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-03 |
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