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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-28 |
Branch Locations
Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States
Inglewood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Beverly Hills | CA | 09/2016 | 04/2020 |
| Wells Fargo Clearing Services Llc | Beverly Hills | CA | 01/2018 | 04/2020 |
| Citibank, N.A. | Inglewood | CA | 09/2013 | 09/2016 |
| Citigroup | Beverly Hills | CA | 04/2020 | Present |
1035 W 78th Street LLC; Property Management; Investment-related; Los Angeles, CA; Affiliation started on 10/18/2021; Title: Property Owner and Manager; Duties: property management duties; 0 hours devoted each month during securities trading hours; 16 hours devoted each month outside securities trading hours. ///// 1037 W 78th Street LLC; Investment-related; Nature: 1037 W 78th Street LLC; Los Angeles, CA; Started: 4/3/2023; Title: Property Owner and Manager; Duties: Property Owner and Manager; No time is devoted each month during securities trading hours; 20 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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