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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-03 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Citi Private Bank 227 West Monroe Street - 24, Chicago, IL 60606 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Chicago | IL | 10/2012 | 12/2021 |
| Jpmorgan Securities Llc | Chicago | IL | 01/2014 | 12/2021 |
| Citigroup | Chicago | IL | 12/2021 | Present |
Rental Property: Katy, TX; Investment-related; Started: August 21, 2017; Title: Owner; Duties: As the owner of the property, I am responsible for renewing/terminating the lease; 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-14 |
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