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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-12 |
Branch Locations
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Citi Private Bank 99 Wood Ave South, Fl 2,, Iselin, NJ 08830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 07/2010 | 06/2021 |
| Bank Of America, N.A. | Florham Park | NJ | 11/2018 | 06/2021 |
| City National Securities | New York | NY | 06/2021 | 11/2024 |
| Citi | Short Hills | NJ | 01/2025 | Present |
I*10311 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Hoboken, New Jersey 07960 Nature of business: , Position, title, association: , Start date of relationship: 1/1/2021 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0/// Rental Property Gloucester City, NJ; Investment-related; Started: January 30, 2024; Title: Owner; Duties: Rental Property; No time is devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-09 |
| S66 | Uniform Combined State Law Examination | 2017-04-10 |
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