Best Investors
Account
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Best Investors
Account
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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
| NJ | RA | APPROVED | 2025-09-03 |
Branch Locations
Citi Retail Banking 395 Sixth Avenue, New York, NY 10014 • United States
Cwm Retail, Sales One Broadway, New York, NY 10004 • United States
Cwm Retail, Sales 322 West 23Rd Street, New York, NY 10011 • United States
Citi Wealth Management, Sales 153 E. 53Rd Street Aka 601 Lexington Ave, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi | New York | NY | 05/2022 | Present |
| Bank Of America | New York | NY | 12/2020 | 05/2022 |
| Hilton Worldwide | New York | NY | 12/2019 | 02/2020 |
| The Peninsula New York | New York | NY | 06/2018 | 05/2019 |
| University Of Pittsburgh | Pittsburgh | PA | 06/2015 | 04/2017 |
| Boston University | Boston | MA | 06/2017 | 05/2018 |
| Unemployed | New York | NY | 05/2019 | 12/2019 |
| Unemployed | New York | NY | 02/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-30 |
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