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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-26 |
Branch Locations
Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States
Venice, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Beverly Hills | CA | 10/2018 | 01/2021 |
| Deutsche Bank Securities Inc | Los Angeles | CA | 01/2016 | 10/2018 |
| Citigroup Global Markets Inc | Beverly Hills | CA | 01/2021 | 03/2025 |
| Oakmont Corporation | Los Angeles | CA | 03/2025 | 03/2026 |
| Citigroup Global Markets Inc | Beverly Hills | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-06 |
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