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 |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-10 |
Branch Locations
Citi Wealth Management, Nic Two Court Square, 12Th Fl, Ste 3, Long Island, NY 11101 • United States
Citi Wealth Management, Nic 100 Citibank Dr Building 2, Floor 2, San Antonio, TX 78245 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Antonio | TX | 09/2014 | Present |
Door Dash; Not Investment-related; Nature: Driver for meal delivery service; San Antonio, TX; Started: June 29, 2024; Title: Dasher; Duties: Retrieve and fulfill food delivery orders; No time is devoted each month during securities trading hours; 21-40 hours are devoted each month outside of securities trading hours. ////Secret Shopper Gigs through Reality Based Group and iSecretShop; Not Investment-related; Nature: Customer Service; San Antonio, TX; Started: August 12, 2024; Title: Secret Shopper; Duties: Accept secret shopping assignments from online database. The cost associated with the activity is reimbursed.; No time is devoted each month during securities trading hours; 21-40 hours are devoted each month outside of securities trading hours. ////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-23 |
Reach out to this advisor