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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-29 |
Branch Locations
Citi Private Bank 531-535 Cowper Street, Palo Alto, CA 94301 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
Dublin, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Sacramento | CA | 10/2015 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 03/2020 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Burlingame | CA | 05/2021 | 10/2022 |
| Wells Fargo Bank, Na | Burlingame | CA | 05/2021 | 10/2022 |
| Svb Wealth Llc | Santa Clara | CA | 10/2022 | 03/2023 |
| First Citizens Wealth | Menlo Park | CA | 03/2023 | 04/2026 |
| Citigroup | Palo Alto | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-27 |
| S66 | Uniform Combined State Law Examination | 2021-01-08 |
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