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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
Branch Locations
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Dallas | TX | 09/2011 | 11/2025 |
| Jpmorgan Chase Bank Na | Dallas | TX | 11/2016 | 11/2025 |
| Citigroup | Dallas | TX | 11/2025 | Present |
Entity Name: Dallas Museum of Art Investment related: Yes "Address: 1717 N Harwood St Dallas, TX 75201" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/16/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: the major art museum for dallas, the join is to be on the investment committee and i just got asked to be on the audit committee. i dont have access to accounts (money movements) but would help guide them as they make decisions. Entity Name: HP Girls Lacrosse Club Investment related: Yes Address: UNIVERSITY PARK Texas 75205 local girls lacrosse team Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/30/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: lacrosse team - i have access to the bank accounts...we use auto zelle for coach payments...no investment accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-09 |
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