Best Investors
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Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
| PA | RA | APPROVED | 2026-08-05 |
| DE | RA | APPROVED | 2026-08-04 |
| NY | RA | APPROVED | 2026-08-04 |
| NJ | RA | APPROVED | 2026-08-03 |
Branch Locations
1601 Madison Avenue, Lakewood, NJ 08701 • United States
255 Nassau Street 1St Floor, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 08/2014 | 08/2020 |
| Santander Securities, Llc | Brooklyn | NY | 12/2014 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn | NY | 08/2020 | 09/2021 |
| Bank Of America, N.A. | Brooklyn | NY | 08/2020 | 09/2021 |
| Citigroup | New York | NY | 09/2021 | 03/2024 |
| Wells Fargo Clearing Services, Llc | New York | NY | 04/2024 | 07/2026 |
| Wells Fargo Bank, Na | New York | NY | 04/2024 | 07/2026 |
| Td Bank N.A. | Lakewood | NJ | 07/2026 | Present |
| Td Private Client Wealth Llc | Lakewood | NJ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-21 |
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