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 |
|---|---|---|---|
| CA | RA | APPROVED | 2017-12-20 |
Branch Locations
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
Citi Private Bank 531-535 Cowper Street, Palo Alto, CA 94301 • United States
Palo Alto, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | San Francisco | CA | 02/2008 | 10/2017 |
| J.P.MOrgan Trust Company | San Francisco | CA | 01/2008 | 10/2017 |
| Citigroup Global Markets Inc | Palo Alto | CA | 10/2017 | Present |
| Citi Private Advisory Llc | Palo Alto | CA | 10/2017 | Present |
Evelyn LLC; LLC holds apartment building; Investment-related; Portland, OR; Affiliation started 04/01/2013; Title: Manager; Duties: Manage LLC and interface with the property manager from time to time; No time is devoted to the LLC each month during securities trading hours; 2 hours are devoted to the business each month outside of securities trading hours. ///// Clinton Court LLC; LLC holds apartment building; Investment-related; Portland, OR; Affiliation started 04/01/2015; Title: Manager; Duties: Manage the property manager from time to time; No time is devoted to the LLC each month during securities trading hours; 2 hours are devoted to the LLC each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-19 |
Reach out to this advisor