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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-30 |
| NY | RA | APPROVED | 2026-03-02 |
Branch Locations
Citi Private Bank 1650 Market Street - 31St Floor, Philadelphia, PA 19103-7322 • 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 |
|---|---|---|---|---|
| Bny Mellon | New York | NY | 03/2015 | 02/2022 |
| Bny Mellon Securities Corporation | Boston | MA | 04/2022 | 04/2025 |
| Unemployed | Boston | MA | 05/2025 | 10/2025 |
| Citigroup | Boston | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-18 |
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