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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-16 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Citi Private Bank 388 Greenwich Street, Trading - 5Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan | New York | NY | 11/2015 | 12/2020 |
| Bank Of America Merrill Lynch | New York | NY | 12/2020 | 03/2022 |
| Northwestern Mutual | Milwaukee | WI | 03/2022 | 06/2023 |
| Thrivent Financial | Appleton | WI | 04/2024 | 05/2025 |
| Vontobel | New York | NY | 06/2023 | 02/2024 |
| Citigroup | New York | NY | 05/2025 | Present |
OA name: R New York, Nature: residential real estate brokerage firm, (Investment-related: Yes, Location: New York, NY, started 02/26/2026), Title: Real Estate Agent, Duties: working part time as a real estate agent (rentals and purchases/sales); I will only be participating in this activity outside of Citi business hours, primarily on the weekends, Hours: (0 trading hours, 11-20 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-20 |
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