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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-25 |
Branch Locations
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank | Pasadena | CA | 08/2005 | 08/2018 |
| Unionbanc Investment Services | Pasadena | CA | 04/2011 | 08/2018 |
| First Republic Bank | Los Angeles | CA | 08/2018 | 07/2019 |
| First Republic Securities Company, Llc | Los Angeles | CA | 08/2018 | 07/2019 |
| Citigroup | Los Angeles | CA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-23 |
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