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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-26
  • NY RA
    APPROVED
    Since 2026-02-26

Branch Locations

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

Bronx, NY • United States

Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • 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
Citigroup Greenwich CT 09/2020 Present
Wells Fargo Bank New York NY 08/2013 09/2020
  • 09/2020 → Present
    Citigroup
    Greenwich, CT
  • 08/2013 → 09/2020
    Wells Fargo Bank
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-26
S63 Uniform Securities Agent State Law Examination 2020-12-21
  • S65 Uniform Investment Adviser Law Examination
    2026-02-26
  • S63 Uniform Securities Agent State Law Examination
    2020-12-21

View on SEC IAPD

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