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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-18 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
Garden City, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | New York | NY | 02/2009 | 12/2021 |
| Citigroup | Stamford | CT | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-17 |
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