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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-21 |
| CT | RA | APPROVED | 2024-10-15 |
| NY | RA | APPROVED | 2023-08-01 |
Branch Locations
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Tarrytown, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse First Boston Corporation | New York | NY | 10/2000 | 06/2017 |
| Sanford C. Bernstein & Co., Llc | New York | NY | 07/2017 | 07/2018 |
| Jpmorgan Chase Bank Na | Greenwich | CT | 07/2018 | 03/2023 |
| Jpmorgan Securities Llc | Greenwich | CT | 07/2018 | 03/2023 |
| Citigroup | Greenwich | CT | 04/2023 | Present |
Entity Name: The Mezzapalooza Foundation Investment related: No Address: Briarcliff Manor, NY www.Mezzapalooza.org Nature of the other business: Charitable Position/Title/Relationship: Director; Officer Start Date: 21-Jul-2011 Approximate # of hours a month: 6 board meetings/year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board of Directors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-27 |
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