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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-10-28
  • CA RA
    APPROVED
    Since 2020-10-28

Branch Locations

Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States

Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States

San Rafael, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Securities Company, Llc San Francisco CA 06/2018 07/2020
Loyola Marymount University Los Angeles CA 08/2013 05/2017
Unemployed San Francisco CA 08/2017 06/2018
First Republic Investment Management, Llc San Francisco CA 06/2018 07/2020
Citi Private Bank San Francisco CA 07/2020 Present
  • 06/2018 → 07/2020
    First Republic Securities Company, Llc
    San Francisco, CA
  • 08/2013 → 05/2017
    Loyola Marymount University
    Los Angeles, CA
  • 08/2017 → 06/2018
    Unemployed
    San Francisco, CA
  • 06/2018 → 07/2020
    First Republic Investment Management, Llc
    San Francisco, CA
  • 07/2020 → Present
    Citi Private Bank
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-27
  • S66 Uniform Combined State Law Examination
    2020-10-27

View on SEC IAPD

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