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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-07 |
Branch Locations
Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Miami | FL | 05/2015 | Present |
Rental Property - Miami, FL; Investment-related; Affiliation started 03/01/2019; Title/Duties: Owner; No time is devoted to the rental during securities trading hours; 2 hours are devoted to the rental each month outside securities trading hours. ///// Rental Property (3561) - Miami, FL; Investment-related; Started: 8/2/2023; Title: Rental Property - Member; Duties: Will receive income from investment property aprox $1,650 monthly.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
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