Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-14 |
| IL | RA | APPROVED | 2025-02-14 |
| VA | RA | APPROVED | 2022-04-21 |
| NJ | RA | APPROVED | 2022-01-20 |
| NY | RA | APPROVED | 2021-04-08 |
| CT | RA | APPROVED | 2021-01-12 |
| PA | RA | APPROVED | 2020-12-14 |
| IA | RA | APPROVED | 2020-08-27 |
| SC | RA | APPROVED | 2017-03-02 |
| FL | RA | APPROVED | 2015-10-19 |
Branch Locations
344 Main Street Ms: Nya041, Beacon, NY 12508 • United States
463 Route 9 Ms: Nya044, Fishkill, NY 12524 • United States
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
1416 Route 300 Ms: Nya048, Newburgh, NY 12550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Beacon | NY | 11/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-12 |
| S66 | Uniform Combined State Law Examination | 2001-07-16 |
Reach out to this advisor