Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-11 |
Branch Locations
Citi Private Bank 388 Greenwich St. 30Th Fl., Ny, NY 10013 • United States
Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewis Media Company | Richmond | VA | 05/2023 | 07/2023 |
| Citibank | New York City | NY | 06/2024 | 08/2024 |
| Citibank | New York City | NY | 07/2025 | Present |
| St. Catherine's School | Richmond | VA | 09/2007 | 05/2021 |
| Washington And Lee University | Lexington | VA | 09/2021 | 05/2022 |
| Washington And Lee University | Lexington | VA | 09/2022 | 05/2023 |
| Washington And Lee University | Lexington | VA | 09/2023 | 05/2024 |
| Washington And Lee University | Lexington | VA | 09/2024 | 05/2025 |
| Self-Employed Caregiver | Richmond | VA | 06/2022 | 08/2022 |
| Self-Employed Caregiver | Richmond | VA | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
Reach out to this advisor