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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-11 |
Branch Locations
Denver, CO • United States
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | New York | NY | 08/2015 | 03/2023 |
| Blackrock Investments Llc | New York | NY | 09/2015 | 03/2023 |
| Class Vi Family Office, Llc | Denver | CO | 04/2023 | 05/2025 |
| Citigroup | Denver | CO | 05/2025 | Present |
1-Owns 50% of JH Hut Holdings LLC. This entity provides bookkeeping and operational services for rental units. He devotes no more than 10 hours per month to this entity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-15 |
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
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