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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 09/2016 | 08/2017 |
| Jpmorgan Chase | Detroit | MI | 07/2016 | 09/2016 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 07/2018 | 03/2026 |
| J.P. Morgan Securities Llc | Dallas | TX | 07/2018 | 03/2026 |
| Jp Morgan Chase Bank Na | Birmingham | MI | 08/2017 | 07/2018 |
| Citigroup Global Markets Inc | Dallas | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-30 |
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