Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-29 |
Branch Locations
Citi Retail Banking 237 S. Myrtle Ave, Monrovia, CA 91016 • United States
Citi Wealth Management, Service/Operations 81 Pier Ave, Hermosa Beach, CA 90254 • United States
Upland, CA • United States
Upland, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Arcadia/San Gabriel | CA | 07/2019 | 10/2022 |
| Hsbc Securities (Usa) Inc. | Arcadia | CA | 10/2021 | 02/2022 |
| Tapestry -- Coach | Arcadia | CA | 09/2018 | 07/2019 |
| Macy's | Arcadia | CA | 05/2018 | 03/2020 |
| Yyp Entertainment | Rowland Heights | CA | 10/2017 | 04/2018 |
| Unemployment | Davis | CA | 06/2017 | 09/2017 |
| Ling's Interior Studio | Beijing | 09/2016 | 05/2017 | |
| Extended Travel | Tianjin | 06/2016 | 09/2016 | |
| Hsbc Securities (Usa) Inc. | San Gabriel | CA | 02/2022 | 06/2022 |
| East West Bank | Pasadena | CA | 10/2022 | 10/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2022 | 10/2024 |
| Cetera Investment Advisers Llc | Pasadena | CA | 03/2024 | 10/2024 |
| Citigroup Global Markets Inc. | Monrovia | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-21 |
Reach out to this advisor