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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-11-19 |
| CA | RA | APPROVED | 2015-05-27 |
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
Concord, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citgroup Global Markets Inc | San Francisco | CA | 12/2014 | Present |
Total Wine and More (Retail); Not investment-related; Pleasant Hill, CA; Affiliation started 07/29/2017; Title: Merchandising Associate; Duties: Handling retail inventory - non client facing; No time is devoted to the business each month during securities trading hours; 30 hours are devoted to the business each month outside of securities trading hours./////Rental Property - Concord, CA; Investment-related; Started: 9/1/2021; Title: Landlord; Duties: Landlord, collect rent; No time is devoted each month during securities trading hours; <1 hour is devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-26 |
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