Mark Morrison

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2023-01-20

Branch Locations

Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa	Denver	CO	07/2019	12/2022
Tiaa-Cref Individual & Institutional Services, Llc	Denver	CO	07/2019	12/2022
Iqvia	Durham	NC	05/2016	05/2017
Tiaa	Charlotte	NC	06/2018	08/2018
University Of North Carolina At Chapel Hill	Chapel Hill	NC	08/2016	12/2018
J. Crew	Durham	NC	01/2019	05/2019
Citigroup	Denver	CO	01/2023	Present

07/2019 → 12/2022

Tiaa

Denver, CO
07/2019 → 12/2022

Tiaa-Cref Individual & Institutional Services, Llc

Denver, CO
05/2016 → 05/2017

Iqvia

Durham, NC
06/2018 → 08/2018

Tiaa

Charlotte, NC
08/2016 → 12/2018

University Of North Carolina At Chapel Hill

Chapel Hill, NC
01/2019 → 05/2019

J. Crew

Durham, NC
01/2023 → Present

Citigroup

Denver, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-16