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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
200 Station Drive, Westwood, MA 02090 • United States
Hollister, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | San Francisco | CA | 02/2016 | 06/2025 |
| First Republic Securities Company, Llc | San Francisco | CA | 02/2016 | 09/2023 |
| J.P. Morgan Securities Llc | Palo Alto | CA | 09/2023 | 06/2025 |
| Jp Morgan Chase Bank, N.A. | Palo Alto | CA | 10/2023 | 06/2025 |
| Citizens Bank | Sacramento | CA | 06/2025 | Present |
| Citizens Securities, Inc. | Sacramento | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-27 |
Reach out to this advisor