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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-15 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. | New York | NY | 06/2019 | 08/2019 |
| Cammack Retirement Group, Inc. | Wellesley | MA | 06/2018 | 08/2018 |
| Nashawtuc Country Club | Concord | MA | 05/2016 | 08/2017 |
| Citigroup, Inc. | New York | NY | 06/2020 | 08/2020 |
| Citigroup, Inc. | New York | NY | 07/2021 | Present |
| Unemployed | New York | NY | 08/2020 | 07/2021 |
| Unemployed | New York | NY | 08/2019 | 06/2020 |
| Unemployed | Sudbury | MA | 08/2018 | 06/2019 |
| Unemployed | Sudbury | MA | 08/2017 | 06/2018 |
Social Media Content Creation; Not Investment-related; Nature: Social media marketing posts discussion lifestyle, home, fashion, tech and beauty products; New York, NY; Started: May 12, 2025; Title: Social media content creator; Duties: Ad hoc requests to promote products on social media platforms such as Tiktok, Instagram an YouTube; No time is 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 | 2021-12-14 |
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