Best Investors
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Best Investors
Account
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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
| NJ | RA | APPROVED | 2026-02-25 |
| CA | RA | APPROVED | 2026-02-24 |
| CO | RA | APPROVED | 2026-02-24 |
| CT | RA | APPROVED | 2026-02-24 |
| IL | RA | APPROVED | 2026-02-24 |
| MD | RA | APPROVED | 2026-02-24 |
| NC | RA | APPROVED | 2026-02-24 |
| OR | RA | APPROVED | 2026-02-24 |
| PA | RA | APPROVED | 2026-02-24 |
| SC | RA | APPROVED | 2026-02-24 |
| NY | RA | APPROVED | 2025-02-21 |
Branch Locations
520 White Plains Rd 3Rd Floor, Tarrytown, NY 10591 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Private Wealth | Tarrytown | NY | 06/2004 | Present |
| Citizens Securities, Inc. | Tarrytown | NY | 02/2025 | Present |
| Citizens Bank | Tarrytown | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-09 |
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