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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-24 |
Branch Locations
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Citi Private Bank 2700 Post Oak Blvd 5Th Floor, Suite 500, Houston, TX 77056-5830 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Houston | TX | 11/2011 | 06/2018 |
| Citigroup | Houston | TX | 06/2018 | Present |
Rental Property - Houston, TX; Investment-related; Affiliation started on 5/01/2021; Title: Joint owner of residential townhome; Duties: None; 0 hours devoted each month during and outside securities trading hours. /////Executor for the Estate of Maria Manuela Ariza Alduncin; Investment-related; Nature: Executor of Estate; San Diego, California; Started: 3/5/2024; Title: Executor; Duties: As Executor of Maria Manuela Ariza Alduncin, per her will, my duty will be to act with a fiduciary duty in Probate, work with lawyers and accountants to settle due taxes, define the total Estate, and distribute it among beneficiaries, among other related activities to make this happen. ; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-12 |
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