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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-01-06 |
Branch Locations
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc. | St. Petersburg | FL | 06/2008 | 01/2020 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 04/2013 | 01/2020 |
| Citigroup | Tampa | FL | 01/2020 | Present |
Stanton Farms Townhomes Home Owners' Association; Nature: Home Owner's Association for my townhome community; Not investment-related; Littleton, Colorado; Started 2/14/2022; Title: Board Member & Treasurer; Duties: Board Member - Monthly meeting & approve architectural requests (such as painting, fences, etc.). Requires 3 board members to approve. Treasurer - approve payments to vendors. PMTs require approval of two board members (president and treasurer).; No time is devoted per month during securities trading hours; 3 hours per month devoted outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-03 |
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