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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-28 |
| IL | RA | APPROVED | 2023-09-12 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Citi Private Bank 227 West Monroe Street - 24, Chicago, IL 60606 • United States
Libertyville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co. | St Paul | MN | 12/2015 | 12/2017 |
| Securian Financial Services, Inc. | St Paul | MN | 12/2015 | 12/2017 |
| Gcg Financial, Llc | Deerfield | IL | 11/2015 | 08/2023 |
| Alera Investment Advisors, Llc | Deerfield | IL | 01/2018 | 08/2023 |
| Triad Advisors, Inc. | Norcross | GA | 01/2018 | 08/2023 |
| Citigroup | Chicago | IL | 08/2023 | Present |
Walter Brown- Brown Capital LLC; Investment-related; Nature: Own multifamily rental buildings; Libertyville, IL; Started: July 1, 2017; Title: Owner; Duties: My wife and I own the buildings but use a manager to manage them; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-14 |
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