Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-11 |
| DE | RA | APPROVED | 2025-03-13 |
| NJ | RA | APPROVED | 2025-03-12 |
| PA | RA | APPROVED | 2023-05-04 |
Branch Locations
777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States
2039 East Lincoln Highway Mailstop: 19B-0012, Langhorne, PA 19047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Glenside | PA | 12/2013 | 12/2018 |
| Cco Investment Services | Glenside | PA | 12/2013 | 12/2018 |
| Santander Securities, Llc | Dorchester | MA | 12/2018 | 05/2023 |
| Santander Bank, Na | Boston | MA | 12/2018 | 05/2023 |
| Citizens Securities, Inc | Westwood | MA | 04/2023 | Present |
| Citizens Bank, N/A | Newtown | PA | 04/2023 | 11/2023 |
| Citizens Bank, N/A | Jamison | PA | 11/2023 | 07/2024 |
| Citizens Bank, N/A | Langhorne | PA | 07/2024 | Present |
1. Brenda's Hair Studio - File the tax paperwork, pay bills and manage the business bank accounts. 2. On Demand Publishing on Amazon and Etsy - product development and accounting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-12 |
Reach out to this advisor