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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-20 |
Branch Locations
Cwm Retail, Sales 396 Alhambra Circle, Coral Gables, FL 33134 • United States
Citi Wealth Management, Sales 13430 S.W. 120 Street, Miami, FL 33186 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 10/2012 | 01/2018 |
| Citibank | Coral Gables | FL | 01/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-14 |
Reach out to this advisor