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 | 2026-06-05 |
Branch Locations
Citi Private Bank 777 S. Flagler Drive, Suite 1600 West, West Palm Beach, FL 33401 • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Stuart | FL | 01/2007 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 10/2009 | 04/2026 |
| Citibank Global Markets | West Palm Beach | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-22 |
Reach out to this advisor