Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-22 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Massapequa, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | New York | NY | 12/2014 | 12/2019 |
| Hsbc Securities (Usa) Inc. | New York | NY | 12/2014 | 12/2019 |
| Wells Fargo Bank, Na | New York | NY | 03/2020 | 06/2022 |
| Wells Fargo Clearing Services, Llc | New York | NY | 03/2020 | 06/2022 |
| Citi Private Advisory, Llc | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-22 |
Reach out to this advisor