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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-03 |
Branch Locations
Citi Private Bank 227 West Monroe Street - 24, Chicago, IL 60606 • United States
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Marshalltown | IA | 03/2020 | 11/2022 |
| Wintrust Bank | Chicago | IL | 05/2018 | 03/2020 |
| Iowa State University | Ames | IA | 01/2018 | 05/2018 |
| Fareway Stores, Inc. | Ames | IA | 01/2011 | 06/2017 |
| Peach And Green | Chicago | IL | 06/2017 | 01/2018 |
| Sagepoint Financial, Inc. | Marshalltown | IA | 09/2020 | 11/2022 |
| Northern Trust Bank | Chicago | IL | 12/2022 | 05/2025 |
| Northern Trust Securities, Inc. | Chicago | IL | 12/2022 | 05/2025 |
| Citigroup | Chicago | IL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-19 |
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