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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-23 |
Branch Locations
Citi Private Bank 1650 Market Street - 31St Floor, Philadelphia, PA 19103-7322 • United States
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 09/2014 | 11/2016 |
| Morgan Stanley | Newtown Sq | PA | 11/2016 | 05/2025 |
| Morgan Stanley Private Bank, N.A. | Newtown Sq | PA | 07/2019 | 05/2025 |
| Rbc Capital Markets, Llc | Conshohocken | PA | 05/2025 | Present |
(1) NAME OF ENTITY: girls on the run southeastern suburban pa ADDRESS: 1300 Virginia Drive Suite 117 Fort Washington PA 19034 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 01/12/2023 CAPACITY: Other DUTIES: Associate board member - As an associate board member, I support fundraising efforts, community outreach and program marketing. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-17 |
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