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 | 2026-05-06 |
Branch Locations
9560 Wilshire Blvd, Beverly Hills, CA 90212 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Los Angeles | CA | 08/2011 | 06/2023 |
| Flagstar/ New York Community Bank | Los Angeles | CA | 07/2023 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 06/2024 | 04/2026 |
| Citizens Bank | Beverly Hills | CA | 04/2026 | Present |
| Citizens Securities, Inc. | Beverly Hills | CA | 04/2026 | Present |
Name of OBA: Riverside Pearl, LLC; Address: Los Angeles, California; Investment Related: No; Position, Title, Association: Owner; Start Date: 11/2021; Hours: 2-4 monthly; Duties: This entity was formed to hold title for an investment property I purchase in 2021. Name of OBA: Ashton Square Homeowners Assoc, Inc. Address: Los Angeles, California, 90024 Investment Related: No Position, Title, Association: President of the HOA Board of Directors Employee Start Date: 11/09/2023 No Hours: 10-20 No Hours during trading: 0 Duties: I am the president of the homeowners association of the condominium community that I own a unit and reside in.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-22 |
Reach out to this advisor