Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-01 |
Branch Locations
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States
Cwm Retail, Sales 25 East Campbell Street, Arlington Heights., IL 60005 • United States
Cwm Retail, Sales 333 East Northwest Highway, Palatine, IL 60067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Palatine | IL | 08/2016 | 06/2020 |
| Wells Fargo Clearing Services, Llc | Palatine | IL | 06/2018 | 06/2020 |
| The Huntington Investment Company | Columbus | OH | 08/2020 | 09/2022 |
| The Huntington National Bank | Chicago | IL | 08/2020 | 09/2022 |
| Lpl Financial | Palatine | IL | 10/2022 | 09/2023 |
| Bmo Harris Bank | Palatine | IL | 10/2022 | 09/2023 |
| Citigroup | Arlington Heights | IL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-02 |
Reach out to this advisor