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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-05-27 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2020-08-11 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank | New York | NY | 12/2010 | 07/2018 |
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 07/2018 |
| Lendi, Llc | New York | NY | 08/2017 | Present |
| Citigroup | New York | NY | 07/2018 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: LENDI, LLC. POSITION: PARTIAL OWNER / SILENT INVESTOR START DATE: 8/4/2017 ADDRESS: 612 New York New York DETAILS: MOBILE SOFTWARE APPLICATION PROVIDING A PLATFORM FOR PEER TO PEER RENTAL SERVICES. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
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