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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-20 |
Branch Locations
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Company | Oaks | PA | 05/2011 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conshohocken | PA | 01/2019 | 10/2022 |
| Bank Of America, Na | Conshohocken | PA | 01/2019 | 10/2022 |
| Citigroup | Tampa | FL | 10/2022 | Present |
Night Lights Designs LLC; Not Investment-Related; Tampa, FL; Title: Owner; Started: 10/31/23; Hours devoted to other business outside of securities trading hours per month:11-20; Hours devoted to other business during securities trading hours per month: 0; Duties:I will be the owner of the business but not performing any of the daily operations. I have an operator and an installer who will operating the business on a day-to-day basis. I will provide strategic guidance to the business but it will not impact my job at Citi/////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-21 |
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