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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-07 |
| MN | RA | APPROVED | 2025-05-07 |
| FL | RA | APPROVED | 2025-02-19 |
| CA | RA | APPROVED | 2025-02-18 |
| NY | RA | APPROVED | 2025-02-18 |
| CT | RA | APPROVED | 2025-02-07 |
| ME | RA | APPROVED | 2025-02-07 |
| NH | RA | APPROVED | 2025-02-07 |
| RI | RA | APPROVED | 2025-02-07 |
| VT | RA | APPROVED | 2025-02-07 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
20 Cabot Road Ms: Mmf225, Medford, MA 02155 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-10-02 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
99 High Street, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Investment & Retirement Group, Inc. | North Andover | MA | 08/2014 | 09/2017 |
| Citizens Bank | Medford | MA | 09/2017 | Present |
| Citizens Private Wealth | Tarrytown | NY | 09/2019 | Present |
| Citizens Securities, Inc. | Medford | MA | 06/2023 | Present |
| Citizens Securities, Inc. | Medford | MA | 09/2017 | 05/2019 |
Chairperson of the Investment Committee of Temple Emanuel - Andover, MA. Do not make investment. 1 hour/month. Start date: 2017.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-14 |
Reach out to this advisor