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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
Branch Locations
Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • United States
Irving, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 12/2013 | 09/2018 |
| Bank Of America, N.A. | Plano | TX | 06/2014 | 09/2018 |
| Raymond James & Associates, Inc. | Dallas | TX | 09/2018 | 04/2020 |
| Frost Brokerage Services | Southlake | TX | 05/2020 | 12/2022 |
| Frost Investment Services | Southlake | TX | 05/2020 | 12/2022 |
| Citigroup | Dallas | TX | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
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