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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-03 |
| NJ | RA | APPROVED | 2023-06-21 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States
Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States
Norfolk, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Cambridge | MA | 03/2015 | 12/2018 |
| Citigroup | Boston | MA | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 12/2018 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-11 |
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