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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-22 |
Branch Locations
Sherman Oaks, CA • United States
Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Julius Baer International Ltd | London | 06/2015 | 12/2016 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 06/2017 | 11/2021 |
| Unemployed | Los Angeles | CA | 12/2016 | 06/2017 |
| Bank Of America, N.A. | Los Angeles | CA | 10/2017 | 11/2021 |
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 11/2021 | 08/2025 |
| Citigroup Global Markets Inc. | Beverly Hills | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-19 |
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