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 | 2022-08-02 |
Branch Locations
Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States
Palm Harbor, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2011 | 10/2017 |
| Citizens Securities, Inc. | Riverside | RI | 10/2017 | 07/2019 |
| Raymond James And Associates, Inc | St Petersburg | FL | 07/2019 | 09/2020 |
| Raymond James Financial Services, Inc | St Petersburg | FL | 07/2019 | 09/2020 |
| Raymond James Financial Services Advisors | St Petersburg | FL | 07/2019 | 09/2020 |
| Ifp Securities, Llc | Tampa | FL | 10/2020 | 02/2021 |
| Independent Financial Partners | Tampa | FL | 10/2020 | 02/2021 |
| Fisher Investments | Tampa | FL | 03/2021 | 06/2022 |
| Citigroup | Tampa | FL | 07/2022 | Present |
Martin Security Training; Not Investment-related; Nature: Security Training; Palm Harbor, Florida; Started: March 1, 2025; Title: Owner; Duties: Martial arts instruction, self defense training, firearm range safety officer, firearms safety training, cyber securities basics for seniors, ways to monitor emails to not be duped, basic antivirus setup, basic senior fraud protection. Many of these will likely be volunteer positions with no compensation but incase there is minimal compensation I wanted to include them; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-14 |
Reach out to this advisor