Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-05 |
Branch Locations
Cwm Retail, Sales 999 Highridge Road, Stamford, CT 06905 • United States
Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | East Providence | RI | 01/2022 | 01/2025 |
| Columbia Threadneedle Investments | Providence | RI | 10/2019 | 12/2021 |
| Fidelity Investments | Smithfield | RI | 06/2018 | 08/2018 |
| Parsonskellogg | East Providence | RI | 06/2017 | 08/2017 |
| Union College | Schenectady | NY | 09/2015 | 06/2019 |
| Rhode Island Country Club | Barrington | RI | 05/2016 | 09/2016 |
| Unemployed | Barrington | RI | 07/2019 | 09/2019 |
| Citigroup | Stamford | CT | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-25 |
Reach out to this advisor