Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| NH | RA | APPROVED | 2022-09-28 |
Branch Locations
53 State Street Suite 3600, Boston, MA 02109-1875 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 06/2018 | 01/2021 |
| Aflac | Albany | NY | 05/2017 | 09/2017 |
| Hartwick College | Oneonta | NY | 08/2014 | 05/2018 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 09/2021 |
| Ubs Financial Services Inc | Boston | MA | 10/2021 | 09/2022 |
| Rbc Capital Markets, Llc | Boston | MA | 09/2022 | Present |
| City National Bank | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-28 |
Reach out to this advisor