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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-07-15 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2019 | 01/2022 |
| Ubs Financial Services | San Francisco | CA | 06/2017 | 08/2017 |
| Nelson Professional Staffing | Napa | CA | 10/2018 | 03/2019 |
| San Diego State University | San Diego | CA | 01/2016 | 05/2018 |
| Unemployed | Napa | CA | 05/2018 | 10/2018 |
| Bank Of America, N.A. | San Francisco | CA | 04/2019 | 01/2022 |
| Citigroup | Los Angeles | CA | 01/2022 | Present |
High School Basketball Official in the San Francisco Bay Area. Employing association is Golden Gate Officials Bureau. This is not an investment-related business. I started this position in 09/2018. I devote approximately 5-10 hours/month to this business and 0 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-14 |
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