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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-04 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Norwood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | New York | NY | 07/2008 | Present |
| Jpmorgan Chase Bank | New York | NY | 07/2008 | Present |
39Bartram LLC; Investment-related; Nature: Residential Real Estate - Rental Property; Atlantic City, NJ ; Started: 05/13/2023; Title: Owner; Duties: Pay monthly utility bills, taxes, and mortgage. Reactively respond to any tenant concerns. ; No time is devoted each month during securities trading hours; 1 hour is devoted each month outside of securities trading hours. /////TH12 LLC.; Investment-related; Nature: Passive residential real estate rental.; Edgewater, NJ 07020; Started: December 28, 2023.; Title: Owner.; Duties: Renting out the apartment, tending to tenant concerns. ; No time is devoted each month during securities trading hours; 1-5. hours are devoted each month outside of securities trading hours. OA name: Major League Pools LLC dba Precision Pools, Nature: Pool Maintenance Company (Investment-related: No, Location: East Hanover, NJ, started 04/01/2026), Title: Passive Owner, Duties: I will be the owner but not involved in daily operations. I will hire a general manager and operator of the business, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-03 |
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
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