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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-26 |
Branch Locations
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantor Fitzgerald & Co | New York | NY | 01/2015 | 06/2017 |
| Jpmorgan Chase Bank Na | Denver | CO | 08/2017 | 02/2026 |
| Jpmorgan Securities Llc | Denver | CO | 08/2017 | 02/2026 |
| Citigroup Global Markets Inc. | Denver | CO | 03/2026 | Present |
| Citigroup Private Alternatives, Llc | Denver | CO | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-25 |
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