Best Investors
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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| DC | RA | APPROVED | 2017-06-14 |
| MD | RA | APPROVED | 2017-05-17 |
| VA | RA | APPROVED | 2016-01-06 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 1258 Wisconsin Avenue, Nw, Washington, DC 20007 • United States
La Plata, MD • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Arlington | VA | 12/2015 | Present |
POSITION: OWNER/LANDLORD; NATURE: I OWN A SINGLE FAMILY HOME IN WALDORF, MD THAT MY WIFE RENTS OUT; INVESTMENT RELATED: YES; NUMBER OF HOURS: 1; INVESTMENT RELATED HOURS: 0; START DATE: 01/15/2012; ADDRESS: WALDORF MD; DESCRIPTION: LANDLORD - COLLECT RENT, HANDLE MINOR REPAIRS. ///// POSITION: LANDLORD; NATURE: GENERAL LANDLORD DUTIES - OCCASIONALLY DO MINOR REPAIRS AND GENERAL MAINENANCE; INVESTMENT RELATED: YES; NUMBER OF HOURS: 2; INVESTMENT RELATED HOURS: 0; START DATE: 12/15/2013; ADDRESS: LAPLATA MD; DESCRIPTION: LANDLORD; NO DUTIES EXCEPT OCCASIONAL MINOR REPAIRS. ///// POSITION: LANDLORD; NATURE: LANDLORD OF RENTAL PROPERTY; INVESTMENT RELATED: YES; NUMBER OF HOURS: 1; INVESTMENT RELATED HOURS: 0; START DATE: 08/15/2014; ADDRESS: LAPLATA MD; DESCRIPTION: OCCASIONAL MAINTENANCE, COLLECT RENT.///// Rental property Rehobeth Beach, DE; Business investment related; start date of affiliation: 6/15/17; Title: owner/landlord; Duties: none; 0 hours devoted each month to the rental property during security trading hours; 0 hours devoted each month to the rental property outside of security trading hours////OA name: 778 University Drive Rental Property, Nature: real estate (Investment-related: Yes, Location: Waldorf, MD, started 04/01/2026), Title: Passive Owner, Duties: Collect rent, call handyman for basic upkeep work, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-17 |
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