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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-21 |
| DC | RA | APPROVED | 2021-12-22 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave., Nw, 11Th Floor, Washington, DC 20004 • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chevy Chase Trust Company | Bethesda | MD | 04/2014 | 10/2021 |
| Citigroup | Washington | DC | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 2010-01-15 |
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