Best Investors
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Account
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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-27 |
Branch Locations
Los Angeles, CA • United States
Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc. | Los Angeles | CA | 02/2015 | 12/2021 |
| Wells Fargo Bank | Los Angeles | CA | 05/2011 | 12/2021 |
| Jpmorgan Chase Bank | Los Angeles | CA | 12/2021 | 10/2025 |
| Jpmorgan Securities Llc | Los Angeles | CA | 12/2021 | 10/2025 |
| Citigroup | Beverly Hills | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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