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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-01 |
Branch Locations
West Palm Beach, FL • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Citi Private Bank 777 S. Flagler Drive, Suite 1600 West, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank Na | Greenwich | CT | 08/2016 | 09/2025 |
| J.P. Morgan Securities Llc | Greenwich | CT | 08/2016 | 09/2025 |
| Citigroup | West Palm Beach | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-22 |
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