Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
Branch Locations
Citi Private Bank 531-535 Cowper Street, Palo Alto, CA 94301 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
E Palo Alto, CA • United States
E Palo Alto, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Bank | Palo Alto | CA | 07/2022 | Present |
| Citibank | Palo Alto | CA | 10/2018 | 06/2022 |
| Comerica Bank | Palo Alto | CA | 09/2017 | 09/2018 |
| Comerica Bank | Palo Alto | CA | 09/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-30 |
Reach out to this advisor