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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-07 |
Branch Locations
San Francisco, CA • United States
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities Usa Inc | New York | NY | 11/2018 | 06/2022 |
| Hsbc Commerical Banking | San Francisco | CA | 03/2018 | 11/2018 |
| East West Bank | San Francisco | CA | 05/2017 | 03/2018 |
| Silicon Valley Bank | Santa Clara | CA | 08/2010 | 11/2016 |
| Needam Partners-Fortune Live Media | Katonah | NY | 03/2017 | 12/2017 |
| Family Leave | San Francisco | CA | 11/2016 | 03/2017 |
| Hsbc Securities Usa Inc | New York | NY | 06/2022 | 11/2022 |
| Citigroup | New York | NY | 01/2023 | Present |
//207 San Francisco, CA ,California,San Francisco; Investment Related: N; Started: 2026-07-27; Title: Owner; Duties: Renting out my condo ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-06 |
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