Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| CT | RA | APPROVED | 2023-04-12 |
| NJ | RA | APPROVED | 2023-04-12 |
| NY | RA | APPROVED | 2023-04-12 |
Branch Locations
260 North Ave Ms: Ny353, New Rochelle, NY 10801 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
3478 Boston Rd. Ms: Ny344, Bronx, NY 10469 • United States
778 Yonkers Ave Ms: Ny360, Yonkers, NY 10704 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Bronx | NY | 10/2014 | 09/2017 |
| Citigroup | New York | NY | 09/2017 | 03/2023 |
| Citizens Securities, Inc. | Yonkers | NY | 03/2023 | Present |
Rental Property - Bronx, NY; Investment-related; Started: 4/01/2022; Title: Owner; Duties: Owner of the two family house. I fix the house and clean around the house.; No time is devoted each month during securities trading hours; 4 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-31 |
Reach out to this advisor