Best Investors
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Best Investors
Account
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One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-26 |
| AL | RA | APPROVED | 2026-08-20 |
| CT | RA | APPROVED | 2026-07-16 |
| DE | RA | APPROVED | 2026-03-03 |
| RI | RA | APPROVED | 2025-08-27 |
| FL | RA | APPROVED | 2025-06-17 |
| GA | RA | APPROVED | 2025-06-17 |
| IL | RA | APPROVED | 2025-06-17 |
| PA | RA | APPROVED | 2025-06-17 |
| HI | RA | APPROVED | 2025-06-16 |
| NV | RA | APPROVED | 2025-06-16 |
| NY | RA | APPROVED | 2025-06-16 |
| CA | RA | APPROVED | 2025-06-12 |
Branch Locations
11755 Wilshire Blvd, Los Angeles, CA 90025 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-15 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
11755 Wilshire Blvd Floor 24, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Los Angeles | CA | 09/2015 | 09/2023 |
| First Republic Securities Company, Llc | Los Angeles | CA | 09/2015 | 09/2023 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 09/2023 | 04/2024 |
| Rbc Capital Markets, Llc | Beverly Hills | CA | 04/2024 | 06/2025 |
| Citizens Securities, Inc. | Los Angeles | CA | 06/2025 | Present |
| Citizen Private Wealth | New York | NY | 07/2025 | Present |
| Citizens Bank | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-12 |
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