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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2019-10-28
  • DE RA
    APPROVED
    Since 2019-10-28

Branch Locations

Citi Private Bank, The Brandywine Building 1000 N West Street, 4Th Floor, Wilmington, DE 19801 • United States

Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States

Wilmington, DE • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citi Private Bank Wilmington DE 06/2016 Present
  • 06/2016 → Present
    Citi Private Bank
    Wilmington, DE
Previous Registrations
Other Businesses

1 Rental property. My former residence, Rental Property (2113) - Wilmington, DE, is a rental property I own jointly with my wife. The business is not investment related. I rarely devote any time to the rental. Only administrative tasks that are minor. I don't devote any time to the business during trading hours. ///// Rental Property (118) - Wilmington, DE; Investment-related; Affiliation started on 06/01/2021; Title: Owner; Duties: Landlord; 0 hours devoted each month during securities trading hours; 5 hours devoted each month outside securities trading hours. ///// Concord Soccer Club; Youth Soccer Club; Not investment-related; Wilmington, DE; Affiliation started on 11/20/2021; Title: Coach; Duties: Coaching a U10 Youth Soccer team; 0 hours devoted each month during securities trading hours; 1 hours devoted each month outside securities trading hours. ///// Rental Property (120) - Wilmington, DE; Investment-related; Started: 7/10/2023; Title: Joint Owner with Spouse; Duties: Landlord; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// Archmere Academy; Not Investment-related; Nature: Private High School; Wilmington, DE; Started: March 3, 2025; Title: Assistant Lacrosse Coach; Duties: coaching lacrosse; 1-5 hours are devoted each month during securities trading hours; 21-40 hours are devoted each month outside of securities trading hours.///

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-09-22
S66 Uniform Combined State Law Examination 2005-11-15
  • S63 Uniform Securities Agent State Law Examination
    2016-09-22
  • S66 Uniform Combined State Law Examination
    2005-11-15
Designations

View on SEC IAPD

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