Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-29 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, Bldg C2, Jacksonville, FL 32258 • United States
St Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/1998 | 04/2022 |
| Citigroup | Jacksonville | FL | 04/2022 | Present |
I*9412 For profit or not for profit: Name of outside business organization: Delp rental property 2 Investment related: Address of business: Jacksonville, Florida 32137 Nature of business: , Position, title, association: , Start date of relationship: 12/1/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: Rental Property - Jacksonville, FL; Investment-related; Started: 11/1/2022; Title: Co-Owner with spouse, Scott Delp; Duties: rental property that we currently rent to one of our children; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-05 |
Reach out to this advisor