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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2019-10-28 |
Branch Locations
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
Wilmington, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Bank | Wilmington | DE | 06/2016 | Present |
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.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-22 |
| S66 | Uniform Combined State Law Examination | 2005-11-15 |
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