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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-03 |
| CT | RA | APPROVED | 2022-09-21 |
Branch Locations
Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States
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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2016 | 02/2018 |
| University Of Connecticut | Storrs | CT | 08/2013 | 05/2017 |
| Webster Bank | Boston | MA | 04/2018 | 04/2019 |
| Lpl Financial Llc | Boston | MA | 06/2018 | 04/2019 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 05/2019 | 06/2022 |
| J.P. Morgan Securities Llc | Boston | MA | 05/2019 | 06/2022 |
| 360 Federal Credit Union | Windsor Locks | CT | 06/2012 | 01/2017 |
| Unemployed | Enfield | CT | 03/2018 | 03/2018 |
| Citigroup | Boston | MA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
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