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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-09 |
Branch Locations
Mill Valley, CA • United States
Mill Valley, CA • United States
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank | San Jose | CA | 08/2018 | 02/2020 |
| Blackrock | San Francisco | CA | 09/2012 | 06/2017 |
| Unemployed | San Francisco | CA | 07/2017 | 07/2018 |
| Unionbanc Investment Services | San Jose | CA | 10/2019 | 02/2020 |
| Comerica Bank | San Francisco | CA | 02/2020 | 10/2021 |
| Jpmorgan Chase Bank Na | San Francisco | CA | 10/2021 | 01/2025 |
| Jpmorgan Securities Llc | San Francisco | CA | 10/2021 | 01/2025 |
| Riverbend Ma, Llc | Mill Valley | CA | 12/2021 | 02/2024 |
| Riverbend Rentals 2, Llc & Riverbend Rentals 3, Llc | Cedar City | UT | 02/2023 | Present |
| Riverbend Rentals 4 Llc Riverbend Rentals 5 Llc Riverbend 6 Llc | Mill Valley | CA | 06/2023 | Present |
| Gillespie79, Llc | Mill Valley | CA | 07/2023 | Present |
| Riverbend Rentals 1, Llc | Las Vegas | NV | 12/2021 | Present |
| Riverbend Rentals 7, Llc And Riverbend Tentals 8, Llc | Las Vegas | NV | 03/2024 | Present |
| Cambridge Riverbend Rentals | Las Vegas | NV | 05/2024 | Present |
| United Planners Financial Services | Scottsdale | AZ | 01/2025 | 03/2025 |
| Cambridge Riverbend Rentals | Mill Valley | CA | 06/2021 | Present |
| Citigroup | San Francisco | CA | 04/2025 | Present |
1.) CAMBRIDGE RIVERBEND RENTALS - PRINCIPAL - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MILL VALLEY, CA - SINCE 06/2021 - INVESTMENT RELATED 3.) Cambridge Riverbend Rentals LLC; Investment-related; Nature: Purchase and hold rental real estate for income; Wyoming LLC; Started: June 7, 2021; Title: Member/ Principal; Duties: This is a holding company for all of the Riverbend Rentals, LLCs; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. 4. Riverbend Rentals 1, LLC; Investment-related; Nature: Real Estate Rental; St. Joseph, MO; Started: June 7, 2021; Title: Member; Duties: Oversight of property manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. 5. Riverbend Rentals 4, LLC; Investment-related; Nature: Real Estate; St. Joseph, MO; Started: October 13, 2022; Title: Member; Duties: Entity oversight; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. 6. Riverbend Rentals 5, LLC; Investment-related; Nature: Real Estate; St. Joseph, MO; Started: November 16, 2022; Title: Member; Duties: Entity oversight; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. 7. Riverbend Rentals 6, LLC; Investment-related; Nature: Real Estate; St. Joseph, MO; Started: May 15, 2023; Title: Member; Duties: Entity oversight; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. 8. Riverbend Rentals 7, LLC; Investment-related; Nature: Real Estate; St. Joseph, MO; Started: February 13, 2023; Title: Member; Duties: Entity oversight; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. 9. Riverbend Rentals 8, LLC; Investment-related; Nature: Real Estate; St. Joseph, MO; Started: October 19, 2024; Title: Member; Duties: Entity oversight; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. 10. Gillespie 79, LLC; Investment-related; Nature: Real estate; Wyoming; Started: May 6, 2024; Title: Member; Duties: Entity Oversight; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. 11. Riverbend Rentals 9, LLC; Investment-related; Nature: Income producing rental property; Saint Joseph, MO; Started: May 27, 2025; Title: Member;Duties: Oversee property manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. OA name: Riverbend Rentals 11, LLC, Nature: Rental property, (Investment-related: Yes, Location: Saint Joseph, MO, started 12/01/2025), Title: Owner, Duties: Managing rental property., Hours: (0 trading hours/month, 1-5 non-trading hours/month). OA name: Riverbend Rentals 2, LLC, Nature: Real estate rental located at 518 Hamburg Ave, St Joseph, MO (Investment-related: Yes, Location: St Joseph, MO, started 09/13/2021), Title: Member, Duties: Entity oversight, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month). OA name: Riverbend Rentals 3, LLC, Nature: Real estate rental located at 518 Hamburg Ave, St Joseph, MO (Investment-related: Yes, Location: St Joseph, MO, started 09/13/2021), Title: Member, Duties: Entity oversight, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month). OA name: Riverbend Rentals 10, LLC, Nature: Real estate rental located at 518 Hamburg Ave, St Joseph, MO (Investment-related: Yes, Location: St Joseph, MO, started 09/13/2021), Title: Member, Duties: Entity oversight, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-28 |
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