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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-16 |
Branch Locations
Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • United States
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Dallas | TX | 07/2015 | 09/2023 |
| Jp Morgan Chase Bank Na | Dallas | TX | 07/2015 | 09/2023 |
| Short And Sweet Nutrition Llc | Dallas | TX | 07/2017 | Present |
| Cottage Creek Capital L.L.C. | Addison | TX | 05/2019 | Present |
| Citigroup | Dallas | TX | 09/2023 | Present |
//Cottage Creek Capital LLC,Texas,San Antonio; Investment Related: N; Started: 2021-01-01; Title: General Partner; Duties: I pass along the info to the accountant that we rec; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////Short and Sweet Nutrition LLC; Investment Related: N; Nature: This is my wife's nutrition consutlting business;United States of America,Texas,Dallas; Started: 2018-01-01; Title: Co-Owner; Duties: N/A. Passive ownership; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Pinkandpurple LLC; Investment Related: N; Nature: Owning a sprinter van for the purpose of renting it through a third party;United States of America,Texas,Plano; Started: 2026-05-29; Title: Member; Duties: Owning a sprinter van for the purpose of renting it through a third party. No day to day involvement.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-31 |
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