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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-17 |
Branch Locations
Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Needham | MA | 05/2024 | 09/2024 |
| Needham Bank | Needham | MA | 05/2023 | 08/2023 |
| Fidelity Investments | Smithfield | RI | 10/2024 | 10/2025 |
| Bates College | Lewiston | ME | 08/2020 | 05/2024 |
| Corelant | Cambrdige | MA | 05/2022 | 09/2022 |
| Woodland Golf Club | Newton | MA | 05/2018 | 08/2021 |
| Gunstock Mountain Resort | Gilford | NH | 12/2020 | 02/2021 |
| Sudbury Farms | Needham | MA | 02/2016 | 02/2018 |
| Belmont Hill | Belmont | MA | 09/2014 | 06/2020 |
| Citigroup | New York City | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-22 |
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