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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-29
  • CA RA
    APPROVED
    Since 2024-10-29

Branch Locations

Citi Private Bank 388 Greenwich St. 30Th Fl., Ny, NY 10013 • United States

Los Angeles, CA • United States

Los Angeles, CA • United States

Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mitchell's Ice Cream Inc San Francisco CA 09/2018 08/2019
Aflac New York City NY 06/2022 08/2022
Citi Private Bank New York NY 06/2023 08/2023
Citi Private Bank Los Angeles CA 05/2024 Present
Clayton Valley Charter High School Clayton CA 08/2015 06/2017
Freedom High School Orlando FL 08/2017 06/2018
Mission High School San Francisco CA 08/2018 06/2019
City College Of San Francisco San Francisco CA 08/2019 06/2021
University Of Southern California - Marshall School Of Business Los Angeles CA 08/2021 05/2024
  • 09/2018 → 08/2019
    Mitchell's Ice Cream Inc
    San Francisco, CA
  • 06/2022 → 08/2022
    Aflac
    New York City, NY
  • 06/2023 → 08/2023
    Citi Private Bank
    New York, NY
  • 05/2024 → Present
    Citi Private Bank
    Los Angeles, CA
  • 08/2015 → 06/2017
    Clayton Valley Charter High School
    Clayton, CA
  • 08/2017 → 06/2018
    Freedom High School
    Orlando, FL
  • 08/2018 → 06/2019
    Mission High School
    San Francisco, CA
  • 08/2019 → 06/2021
    City College Of San Francisco
    San Francisco, CA
  • 08/2021 → 05/2024
    University Of Southern California - Marshall School Of Business
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-28
  • S66 Uniform Combined State Law Examination
    2024-10-28

View on SEC IAPD

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