Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-27 |
Branch Locations
Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States
Cwm Retail, Sales 170 N. Main Street, New City, NY 10956 • United States
Valley Cottage, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | New Windsor | NY | 09/2016 | 06/2017 |
| New York Life Ins. Company | New Windsor | NY | 06/2016 | 06/2017 |
| Keybank | Pearl River | NY | 06/2017 | 06/2018 |
| Key Investment Services Llc | Poughkeepsie | NY | 07/2017 | 06/2018 |
| Citigroup | Scarsdale | NY | 06/2018 | 10/2019 |
| Key Investment Services Llc | Plymouth Meeting | PA | 10/2019 | 04/2020 |
| Keybank | Nanuet | NY | 10/2019 | 04/2022 |
| Key Investment Services Llc | Plymouth Meeting | PA | 04/2020 | 04/2022 |
| Key Investment Services Llc | Brooklyn | OH | 04/2022 | 08/2023 |
| Citigroup | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-17 |
Reach out to this advisor