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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-21 |
Branch Locations
Cwm Retail, Sales 95 Pondfield Road, Bronxville, NY 10708 • United States
Citi Wealth Management, Service/Operations 1 Reckson Plaza, Fl G, Uniondale, NY 11556 • United States
Katonah, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worden Capital Management Llc | New York | NY | 09/2020 | 10/2020 |
| Worden Capital Management Llc | New York | NY | 10/2020 | 08/2021 |
| University Of Buffalo | Amherst | NY | 08/2017 | 05/2020 |
| Rockland Community College | Suffern | NY | 08/2016 | 05/2017 |
| Sears | Nanuet | NY | 11/2016 | 03/2017 |
| Unemployed | Pomona | NY | 05/2020 | 09/2020 |
| E*Trade Securities Llc | Purchase | NY | 11/2021 | 10/2022 |
| E*Trade Capital Management Llc | Purchase | NY | 11/2021 | 10/2022 |
| E*Trade Securities Llc | Purchase | NY | 10/2022 | 08/2023 |
| E*Trade Capital Management Llc | Purchase | NY | 10/2022 | 08/2023 |
| Morgan Stanley | Purchase | NY | 03/2023 | 08/2023 |
| Citigroup | Bronxville | NY | 12/2023 | Present |
| Unemployed | Katonah | NY | 08/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
Reach out to this advisor