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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| CA | RA | APPROVED | 2016-12-14 |
| NJ | RA | APPROVED | 2016-10-07 |
Branch Locations
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
Citi Private Bank 531-535 Cowper Street, Palo Alto, CA 94301 • United States
Burlingame, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 08/2009 | Present |
Washington School PTA; Education; Not investment-related; Burlingame, CA; Affiliation started 08/15/2018; Title: Treasurer/Director; Duties: Authorized custodian of PTS funds; works with PTA president to create the next year's budget; reconcile bank account monthly; write checks to reimburse PTA members and pay bills; 1 hour is devoted each month during securities trading hours; 3 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-16 |
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