Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-02 |
| AZ | RA | APPROVED | 2025-07-08 |
| FL | RA | APPROVED | 2025-07-02 |
| CT | RA | APPROVED | 2025-07-01 |
| DE | RA | APPROVED | 2025-07-01 |
| NJ | RA | APPROVED | 2025-07-01 |
| NY | RA | APPROVED | 2025-07-01 |
| NC | RA | APPROVED | 2025-07-01 |
| SC | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-30 |
| PA | RA | APPROVED | 2024-12-24 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
1835 Market Street Ms: Pa409, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Conshohocken | PA | 12/2014 | Present |
| Bank Of America, N.A. | West Conshohocken | PA | 03/2015 | 12/2024 |
| Citizens Securities, Inc | Philadelphia | PA | 12/2024 | Present |
Good Will Fire Co. Recording Secretary. Date of initial involvement 3/2026. 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-27 |
Reach out to this advisor