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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-01-22 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dittmer | MO | 03/2022 | 09/2022 |
| Unemployed | Dittmer | MO | 06/2019 | 09/2019 |
| Pennymac | St. Louis | MO | 09/2019 | 03/2022 |
| Citimortgage | O Fallon | MO | 08/2011 | 06/2019 |
| Td Ameritrade | St. Louis | MO | 09/2022 | 08/2023 |
| Citigroup | O'FAllon | MO | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-11 |
| S66 | Uniform Combined State Law Examination | 2007-08-22 |
Reach out to this advisor