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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 | 2022-02-14 |
Branch Locations
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 04/2011 | 11/2016 |
| Wells Fargo Bank, N.A. | San Francisco | CA | 11/2010 | 11/2021 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 11/2021 |
| Citigroup | San Francisco | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-09 |
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