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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-21 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
East Williston, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 09/2014 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2019 | 07/2022 |
| Unemployed | Ny | NY | 04/2017 | 09/2019 |
| Citigroup | New York | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2006-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-22 |
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