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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-10 |
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
Stamford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank | New York | NY | 01/2004 | 08/2018 |
| J.P. Morgan Institutional Investments Inc. | New York | NY | 05/2006 | 08/2018 |
| Jpmorgan Chase Bank Na | New York | NY | 08/2018 | 12/2021 |
| Jpmorgan Securities Llc | New York | NY | 08/2018 | 12/2021 |
| Citigroup | New York | NY | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
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