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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-15 |
Branch Locations
Citi Private Bank 2700 Post Oak Blvd 5Th Floor, Suite 500, Houston, TX 77056-5830 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Houston | TX | 02/2018 | 12/2018 |
| Jp Morgan | Houston | TX | 05/2016 | 02/2018 |
| Texas Capital Bank | Houston | TX | 02/2018 | 03/2022 |
| Chalice Capital Partners, Llc | San Diego | CA | 01/2019 | 03/2022 |
| Citigroup | Houston | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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