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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-01-11 |
| MD | RA | APPROVED | 2023-01-06 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States
Rockville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Washington | DC | 05/2013 | 07/2017 |
| Scottrade, Inc. | Bethesda | MD | 08/2017 | 03/2018 |
| Td Ameritrade, Inc. | Omaha | NE | 02/2018 | 03/2018 |
| Morgan Stanley | Washington | DC | 05/2018 | 03/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2018 | 03/2020 |
| Citigroup | Bethesda | MD | 04/2020 | Present |
Approved Activity: Rental Property North Bethesda, MD//Is the outside business investment-related, per the definition given below? Yes//What is the date the rental/real estate affiliation started? 9/01/2025//What is your title ? Owner//What are your duties? Will collect rent payments from tenants//How many hours do you devote to the outside business each month during securities trading hours? 0//How many hours do you devote to the outside business each month outside of securities trading hours 1-5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-20 |
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