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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-12 |
Branch Locations
Citi Wealth Management, National Sales 388 Greenwich St., 22Nd Fl & 24Th Fl, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Babylon | NY | 09/2011 | 11/2020 |
| Wells Fargo Clearing Services, Llc | Babylon | NY | 09/2011 | 11/2020 |
| J.P. Morgan Securitites, Llc | New York | NY | 12/2020 | 12/2022 |
| J.P. Morgan Chase Bank, N.A. | New York | NY | 12/2020 | 12/2022 |
| Fidelity Investments | Bellmore | NY | 01/2023 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Citigroup | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-15 |
Reach out to this advisor