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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-20 |
Branch Locations
Citi Private Bank 650 Town Center Drive, Suite 1550, Costa Mesa, CA 92626 • United States
Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 08/2011 | Present |
Twin Beets LLC; Books; Not investment-related; Jersey City, NJ; Affiliation started on 12/15/2017; Title: Co-Head; Duties: Provide ideas for low content books and feedback/revisions for books created; 0 hours devoted each month during securities trading hours; 10 hours devoted each month outside securities trading hours.///// A Day to Remember; Books; Not investment-related; Jersey City,NJ; Affiliation started on 02/01/2020; Title: Co-Head; Duties: Provide ideas for low content books and feedback/revisions for books created; 0 hours devoted each month during securities trading hours; 10 hours devoted each month outside securities trading hours./////Working Parents Group Network; Not Investment-related; Nature: Forum to exchange best practices for working parents.; 5074 Alder, Irvine, CA 92612; Started: 5/12/2022; Title: Co-Lead; Duties: Co-Lead and Moderate speaking sessions, help develop a website and repository of information; 1 hour is devoted each month during securities trading hours; 2 hours are devoted each month outside of securities trading hours./////Mindful Return; Not Investment-related; Nature: Online training, Wellness; 5074 Alder, Irvine, CA 92612; Started: 5/30/2022; Title: Consultant; Duties: The courses/ strategy of the company is currently focused on English and Spanish markets, and they would like to add Portuguese language to the portfolio. My role will be to provide advice related to this expansion.; No time is devoted each month during securities trading hours; 2 hours are devoted each month outside of securities trading hours./////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-05 |
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