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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-24 |
Branch Locations
Citi Wealth Management, Nic 227 West Monroe St, Chicago, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Naperville | IL | 11/2014 | 08/2017 |
| Capital Asset Advisory Services | Naperville | IL | 11/2017 | 12/2018 |
| Three Sixty Wealth Management | Naperville | IL | 09/2017 | 12/2018 |
| Oppenheimer & Co. Inc | Chicago | IL | 12/2018 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 12/2019 | 08/2025 |
| Citigroup | Chicago | IL | 09/2025 | Present |
//Uber ; Investment Related: N; Nature: Ride share;United States of America,Illinois,West Dundee; Started: 2026-08-15; Title: Driver; Duties: Ride share; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 11-20//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-27 |
Reach out to this advisor