Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| NY | RA | APPROVED | 2022-10-26 |
Branch Locations
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Cwm, Sales 349 Main Street, Huntington, NY 11743 • United States
Greenvale, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 06/2021 |
| Lpl Financial Llc | Roslyn Heights | NY | 08/2021 | 08/2021 |
| First National Bank Of Long Island | Roslyn Heights | NY | 08/2021 | 08/2021 |
| Citigroup | Port Washington | NY | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-09 |
Reach out to this advisor