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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-08-05 |
Branch Locations
Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3, Miami, FL 33131 • United States
Citi Private Bank 388 Greenwich Street, Trading - 5Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 03/2004 | Present |
| Citi Private Bank | Miami | FL | 07/2010 | Present |
LGI Investments Corp; Real estate; investment-related; Hialeah, FL; Affiliation started 10/01/2017; Title: Director; Duties: Manage rentals; No time is devoted to the business each month during securities trading hours; 10 hours are devoted to the business each month outside of securities trading hours. ///// DreamPrint, Inc. LLC; Books and office supplies; Not investment-related; Miami, FL; Affiliation started 02/28/2018; Title: Director/Owner; Duties: Writing children's picture books with coordinated products; No time is devoted to the business each month during securities trading hours; 8 hours are devoted to the business each month outside of securities trading hours. OA name: Lifestylish Inc, Nature: Personal Styling and shopping (Investment-related: No, Location: Miami, FL, started 05/01/2011), Title: President, Duties: Dressing and Retail Shopping, Hours: (0 during trading hours/month, 11-20 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-24 |
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