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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-01 |
Branch Locations
Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States
Shrewsbury, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Boston | MA | 02/2010 | 10/2016 |
| Cco Investment Services Corp. | Boston | MA | 02/2010 | 10/2016 |
| Citizens Securities Inc | Boston | MA | 10/2016 | 12/2019 |
| Clarfeld Financial Advisors, Llc | Boston | MA | 08/2019 | 04/2022 |
| Citizens Securities, Inc | Chestnut Hill | MA | 08/2021 | 04/2022 |
| Jpmorgan Chase Bank Na | Boston | MA | 04/2022 | 04/2026 |
| Jpmorgan Securities Llc | Boston | MA | 04/2022 | 04/2026 |
| Citi Private Group | Boston | MA | 04/2026 | Present |
Entity Name: F45 Investment related: No Address: 8114 Shops Way, Northborough MA 01532 Nature of the other business: Fitness Position/Title/Relationship: Owner/Partner Start Date: 03/06/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: F45 is a fitness studio. I am a minor silent partner. I do not have any responsibilities, or managerial duties. they are no similarity or any connection with my current role at JP Morgan. F45 (gym) , its not investment -related, 8114 Shops Way, Northborough MA, fitness, silent partner, 3/22/2020, none, family business, husband is 51% owner and the sole manager of the place. no hours devoted, no other duties, not involved in the day to day activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-02 |
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