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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-21 |
Branch Locations
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Cwm Retail, Sales 101 Arroyo Drive, South San Francisco, CA 94080 • United States
Cwm Retail, Sales 495 Hickey Blvd., Daly City, CA 94015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Sunnyvale | CA | 09/2015 | 07/2017 |
| Wells Fargo Clearing Services, Llc | San Mateo | CA | 10/2024 | 06/2025 |
| Wells Fargo Bank, Na | San Mateo | CA | 10/2024 | 06/2025 |
| Citigroup | San Mateo | CA | 07/2017 | 10/2018 |
| Citigroup | San Francisco | CA | 10/2018 | 02/2020 |
| Citigroup | San Francisco | CA | 02/2020 | 06/2022 |
| Citigroup | Millbrae | CA | 06/2022 | 10/2024 |
| Citigroup Global Markets Inc | Daly City | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-29 |
Reach out to this advisor