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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
Citi Private Bank 388 Greenwich Street, Trading - 5Th Floor, New York, NY 10013 • United States
Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3, Miami, FL 33131 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi International Financial Services Llc | San Juan | PR | 07/2019 | Present |
| Citibank Na | Miami | FL | 06/2019 | Present |
| Banco Santander International | Miami | FL | 10/2014 | 04/2018 |
| We Family Offices | Miami | FL | 04/2018 | 06/2019 |
Altoura; Not Investment-related; Nature: Online travel agency that organizes tennis clinic retreats in the US and Caribbean; Miami, FL; Started: October 20, 2025; Title: Manager; Duties: Assist with billing reconciliation and ad-hoc administrative work. ; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours.////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-07 |
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