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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-24 |
Branch Locations
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 06/2018 |
| Raymond James & Associates | Boston | MA | 06/2018 | 10/2019 |
| Morgan Stanley | Norwell | MA | 10/2019 | 04/2022 |
| Svb Wealth Advisory | San Francisco | CA | 04/2022 | 06/2022 |
| Silicon Valley Bank | San Francisco | CA | 04/2022 | 03/2023 |
| Svb Wealth Llc | Boston | MA | 06/2022 | 07/2025 |
| Svb Investment Services Inc | San Francisco | CA | 06/2022 | 07/2025 |
| First Citizens Investor Services | Raleigh | NC | 11/2023 | 07/2025 |
| Citi Private Bank | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-16 |
Reach out to this advisor