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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
| NY | RA | APPROVED | 2024-08-06 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2016 | 09/2021 |
| Citigroup | New York | NY | 10/2021 | Present |
//Winding Way Capital LLC,New York,New York; Investment Related: N; Started: 2023-10-01; Title: Owner; Duties: owner of the entity ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////125 Saugatuck, MI,Michigan,Saugatuck; Investment Related: N; Started: 2023-12-11; Title: Home Owner / Rental Income; Duties: My husband and I purchased a second home in Michigan that we may, from time to time, rent out as a short term rental property. We are expected to close on the property on December 11th and may begin renting after that time. ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////Buttonwood Designs; Investment Related: N; Nature: Handmade artwork;United States of America,New York,New York City; Started: 2018-01-01; Title: Sole proprietor; Duties: I make and sell a variety of artwork. I create personalized event decor, gifts, signage and other hand made crafts. ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 11-20//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-06 |
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