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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-13 |
Branch Locations
Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States
Citi Private Bank 650 Town Center Drive, Suite 1550, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barclays Capital | New York | NY | 05/2013 | 10/2017 |
| Wilshire Associates Incorporated | Santa Monica | CA | 10/2017 | 06/2021 |
| Foreside Fund Services, Llc | Santa Monica | CA | 01/2018 | 06/2021 |
| City Of Los Angeles Fire And Police Pensions | Los Angeles | CA | 06/2021 | 06/2022 |
| Unemployed | Los Alamitos | CA | 06/2022 | 01/2023 |
| Axxes Capital | Coral Gables | FL | 01/2023 | 06/2025 |
| Citigroup | Beverly Hills | CA | 06/2025 | Present |
1) University of California at Riverside Foundation, Trustee, Investment Related, University Foundation and Endowment, 7/1/2025, 3 -5 Hours per quarter, Advise on Foundation Management. 2) Los Alamitos South Homeowners Association, Board Member, Non-Investment Related, Los Alamitos, CA, September 2023, 1 Hour a month, 0 During trading hours. Working with the Property Management company to address property and common area issues for the HOA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-29 |
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