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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-01 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Wealth Management, Investment 201 S. Biscayne Blvd., 6Th Fl, Miami, FL 33131 • United States
Richmond Hill, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 08/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 05/2019 |
| Bolton Global Capital | Bolton | MA | 05/2019 | 08/2022 |
| Bolton Global Asset Management | Bolton | MA | 05/2019 | 08/2022 |
| Citigroup | New York | NY | 08/2022 | Present |
1) OWNER AND LANDLORD OF RESIDENTIAL RENTAL PROPERTY LOCATED IN RICHMOND HILL, NEW YORK. NOT INVESTMENT RELATED. 100% OWNER WITH SPOUSE. START DATE 11/2010. 0 HRS PER MONTH. 2) FIXED INSURANCE LICENSED BUT NOT CURRENTLY SELLING ANY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
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