Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| NY | RA | APPROVED | 2022-08-22 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
White Plains, 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 | 05/2013 | 06/2022 |
| Delgado Family Group Inc | Mahopac | NY | 05/2014 | Present |
| Df Group Realty Llc | Mahopac | NY | 01/2016 | Present |
| Citigroup | New York | NY | 07/2022 | Present |
Entity Name: DF Group Realty LLC Investment related: No Address: 430 Mahopac NY Nature of the other business: The entity was established to hold a real estate property acquired by Delgado Family Group Inc. Position/Title/Relationship: Director, Partial Owner Start Date: 28-Jan-2016 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Supervise the operating activity. I have 23% ownership of the company. Entity Name: Delgado Family Group Inc Investment related: No Address: Mahopac NY Nature of the other business: Small engine power equipment sales and service. Position/Title/Relationship: Director; Partial Owner Start Date: 17-May-2014 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I monitor the operational side of the business once a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-11 |
Reach out to this advisor