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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2018-04-26 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 06/2015 | 10/2017 |
| Jp Morgan Securities Llc | New York | NY | 07/2016 | 10/2017 |
| Citigroup | New York | NY | 10/2017 | Present |
BNY Pershing; Investment-related; Nature: Investment and Financial Services platform; New York, NY; Started: October 9, 2024; Title: Platform Board Member; Duties: (New board established 10/8/2024) Participate in annual client feedback sessions to help drive firm's priorities to build out the platform capabilities and experiences for internal Citi users as well as end client; 21-40 hours are devoted annually during securities trading hours; No time is devoted annually outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-28 |
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