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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-24 |
Branch Locations
20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States
771 Upper Glen St Ms: Nya002, Queensbury, NY 12804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Seattle | WA | 01/2013 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 07/2019 | 05/2022 |
| Suny College | Canton | NY | 08/2013 | 12/2018 |
| Capital One Advisors, Llc | Seattle | WA | 01/2013 | 05/2018 |
| Allstate | Uniondale | NY | 01/2019 | 07/2019 |
| Citizens Securities, Inc. | Queensbury | NY | 05/2022 | Present |
Queensbury Youth Baseball/Softball Board of Directors-BOD Member Responsibilities: Assist with running Youth Baseball/Softball program associated with Queensbury School District Date of Initial Involvement: 01/01/2026 Approx. amount of time/month: 2 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-13 |
Reach out to this advisor