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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-08 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States
Baldwin, NY • 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 |
|---|---|---|---|---|
| Citigroup | New York | NY | 06/2026 | Present |
| Binghamton University | Binghamton | NY | 08/2016 | 08/2020 |
| Ubs | Weehawken | NJ | 06/2021 | 06/2023 |
| Uber | Baldwin | NY | 05/2018 | 06/2021 |
| Morgan Stanley | Garden City | NY | 06/2023 | 06/2025 |
| Td Bank N.A | Melville | NY | 10/2025 | 05/2026 |
| Unemployed | Baldwin | NY | 06/2025 | 10/2025 |
| Td Private Client Wealth Llc | Melville | NY | 10/2025 | 05/2026 |
*557795 - Niche Sports Management; Investment related: No; Katy, Texas; Sports and Entertainment; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 25; Business Development/Growth *OBI - 557792 - Uber ; Investment related - No ; San Francisco, California ; Automotive/Transportation ; Employee(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2018 ; During business hours : 0 ; After business hours : 50 ; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-07 |
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