Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-25 |
| CT | RA | APPROVED | 2022-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Greenwich | CT | 01/2014 | 03/2017 |
| Bank Of America, N.A. | Greenwich | CT | 03/2016 | 03/2017 |
| Wells Fargo Clearing Services Llc | White Plains | NY | 05/2018 | 06/2020 |
| Citizens Securities, Inc. | North Haven | CT | 03/2020 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 02/2022 | Present |
| Mass Mutual | Greenwich | CT | 07/2018 | 09/2019 |
| Unemployed | Fairfield | CT | 04/2017 | 04/2018 |
| Bank Of America, N.A. | Stamford | CT | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-07 |
Reach out to this advisor