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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-14 |
Branch Locations
Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States
Citi Private Bank 740 Lomas Santa Fe Drive, Suite 209, Solana Beach, CA 92075 • United States
San Diego, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Santa Monica | CA | 04/2014 | 06/2017 |
| U.S. Bank | San Diego | CA | 06/2017 | 06/2022 |
| U.S. Bancorp Investments, Inc. | San Diego | CA | 08/2017 | 06/2022 |
| Citigroup | Costa Mesa | CA | 06/2022 | Present |
Atlas Grossmont LLC; Investment-related; La Mesa, CA; Real Estate; Member; 01/2021; 0 Hrs/Month; 0 Hrs/Trading; None. This is a passive real estate investment. ////Self-employed golf instructor. Sole proprietor.; Not Investment-related; Nature: Golf coaching and instruction.; San Diego, CA; Started: May 1, 2024.; Title: Instructor.; Duties: Provide golf coaching and swing instruction. ; 0. hours are devoted each month during securities trading hours; 1-5. hours are devoted each month outside of securities trading hours. ////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-09 |
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