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 | 2025-05-19 |
Branch Locations
Citi Retail Banking 3251 20Th Ave, Ste #Op190, San Francisco, CA 94132 • United States
San Francisco, CA • United States
Cwm Retail, Sales 1900 Noriega Street, San Francisco, CA 94122 • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | San Francisco | CA | 07/2013 | 05/2025 |
| Hsbc Bank Usa, N.A. | San Francisco | CA | 08/2016 | 05/2025 |
| Citi Group | San Francisco | CA | 05/2025 | Present |
Rental property: 1939 - 1941 Kirkham St. San Francisco CA 94122 starting 06/2019 Rental property: 1826 22nd Ave. San Francisco CA 94122 Starting 01/12/2024 1. The name of the other business FORTUNE GLORY 2. Whether the business is investment-related NOT INVESTMENT RELATED 3. The address of the other business 4050 OCEAN AVE. SAN FRANCISCO CA 94132 4. The nature of the other business LIMITED PARTNERSHIP 5. Your position OWNER 6. Title OWNER 7. Relationship with the other business 99% OWNER 8. The start date of your relationship 04/01/2024 9. The approximate number of hours/month you devote to the other business 1 HOUR/ MONTH 10. The number of hours you devote to the other business during securities trading hours NONE 11. Briefly describe your duties relating to the other business The company was established to manage and maintain my rental properties. Duties involved are collecting rent, manage maintenance and repairs, and finding, screening and vetting new tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-19 |
Reach out to this advisor