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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-23 |
| MD | RA | APPROVED | 2026-02-11 |
| DC | RA | APPROVED | 2026-01-15 |
| NY | RA | APPROVED | 2025-11-05 |
Branch Locations
Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States
Cwm Retail, Sales 10101 River Road, Potomac, MD 20854 • United States
Cwm Retail, Sales 5250 Macarthur Blvd Nw, Washington, DC 20016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Washington | DC | 01/2022 | Present |
| Pnc Bank | Alexandria | VA | 03/2019 | 01/2022 |
| Walmart | Augusta | GA | 06/2018 | 03/2019 |
| Regions Bank | Augusta | GA | 12/2011 | 06/2018 |
OA name: Uniter Parcel Services (UPS), Nature: (Package delivery company), (Investment-related: No, Location: Springfield, VA, started 10/29/2025), Title: Warehouse worker, Duties: Load and unload packages, Hours: (0 trading hours/month, 41+ non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-20 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-06 |
Reach out to this advisor