Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-03 |
Branch Locations
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
Cwm Retail, Sales 556 West 9Th Street, San Pedro, CA 90731 • United States
Cwm Retail, Sales 18505 S. Western Ave, Gardena, CA 90248 • United States
Cwm Retail, Sales 1275 W. Redondo Beach Blvd, Gardena, CA 90247 • United States
Cwm Retail, Sales 4500 Atlantic Avenue, Long Beach, CA 90807 • United States
Cwm Retail, Sales 1 World Trade Center Suite 100, Long Beach, CA 90831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank N.A. | Los Angeles | CA | 03/2016 | 03/2019 |
| East Los Angeles | Monterey Park | CA | 08/2011 | 06/2018 |
| Jp Morgan Securities Llc | Los Angeles | CA | 12/2018 | 03/2019 |
| Amazon | Vernon | CA | 10/2016 | 04/2017 |
| Csulb | Long Beach | CA | 08/2015 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakewood | CA | 04/2019 | 12/2021 |
| Bank Of America, N.A. | Lakewood | CA | 04/2019 | 12/2021 |
| Starbucks Coffee Company | Los Angeles | CA | 10/2019 | 03/2020 |
| Sewer And Pipeline Inc | Los Angeles | CA | 01/2022 | 04/2023 |
| Unemployed | Los Angeles | CA | 05/2023 | 08/2023 |
| Citigroup | Manhattan Beach | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-29 |
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
Reach out to this advisor