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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
Branch Locations
Palm Beach Gardens, FL • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Citi Private Bank 777 S. Flagler Drive, Suite 1600 West, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Palm Beach | FL | 06/2016 | 10/2019 |
| Sun Trust Investment Services, Inc. | Atlanta | GA | 06/2016 | 11/2019 |
| Bank Of America, N.A. | Palm Beach | FL | 12/2019 | 03/2026 |
| Citibank | Florida | NY | 03/2026 | Present |
I*2252259, Entity Type: Entity Charitable, Name of OBA: Meals on Wheels of the Palm Beaches, Inc, Address: West Palm Beach, Florida, 33405, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 06/09/2025, No Hours: 6 Monthly, No Hours during Trading: 4 Monthly, Duties: I will be a board member to help in advancing the cause of providing free meals to seniors in need
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-20 |
| S66 | Uniform Combined State Law Examination | 2006-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-28 |
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