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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-28 |
Branch Locations
Citi Private Bank 740 Lomas Santa Fe Drive, Suite 209, Solana Beach, CA 92075 • United States
Carlsbad, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nyu Stern School Of Business | New York | NY | 01/2015 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691) | New York | NY | 04/2017 | 06/2018 |
| Bank Of America, N.A. | New York | NY | 04/2017 | 06/2018 |
| Citigroup | Palo Alto | CA | 06/2018 | 11/2020 |
| North Capital Private Securities | Salt Lake City | UT | 11/2020 | 04/2022 |
| Equitybee | Palo Alto | CA | 11/2020 | 08/2022 |
| Equitybee Securities, Llc | Palo Alto | CA | 04/2022 | 08/2022 |
| Citigroup | Costa Mesa | CA | 08/2022 | Present |
Self/no company name - I own property that I am now renting. The properties are in my name and my spouse's name, respectively. The rent covers the costs of the property. 0 hours per week, not investment related. /////Rental Property - Las Vegas, NV; Investment-related; Started: 10/11/2020; Title: Landlord; Duties: Property management of rental; No time is devoted each month during securities trading hours; 1 hour is devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-27 |
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