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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-26 |
Branch Locations
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock /Signator Investors | St Petersburg | FL | 10/2016 | 03/2017 |
| Raymond James | Tampa | FL | 03/2017 | 07/2018 |
| Morgan Stanley | Temple Terrace | MD | 07/2018 | 07/2022 |
| Morgan Stanley Private Bank, N.A. | Tampa | FL | 07/2018 | 09/2021 |
| Citigroup | Tampa | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-15 |
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