Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-06 |
Branch Locations
Cwm Retail, Sales 1524 Union Tpke, New Hyde Park, NY 11040 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oceanside | NY | 11/2024 | 02/2026 |
| Citibank | Commack | NY | 04/2022 | 11/2024 |
| Languageline Solution | Monterey | CA | 09/2024 | 11/2024 |
| La Fitness | Patchogue | NY | 08/2021 | 03/2022 |
| King O'rOurke Cadillac | Smithtown | NY | 03/2021 | 08/2021 |
| La Fitness | Commack | NY | 02/2019 | 03/2021 |
| Equinox | Woodbury | NY | 03/2017 | 02/2019 |
| La Fitness | Commack | NY | 12/2016 | 03/2017 |
| University Of Phenix | Phoenix | AZ | 01/2019 | 05/2019 |
| Suffolk County Community College | Brentwood | NY | 05/2015 | 12/2018 |
| Bank Of America, N.A. | Oceanside | NY | 01/2025 | 02/2026 |
| Cititgroup | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-27 |
Reach out to this advisor