Best Investors
Account
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Best Investors
Account
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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED_RES | 2025-09-23 |
| FL | RA | APPROVED | 2023-12-13 |
| SC | RA | APPROVED | 2023-12-13 |
| CT | RA | APPROVED | 2023-12-08 |
| DE | RA | APPROVED | 2023-12-07 |
| NJ | RA | APPROVED | 2023-12-07 |
| NC | RA | APPROVED | 2023-12-07 |
| PA | RA | APPROVED | 2023-12-07 |
| VA | RA | APPROVED | 2023-12-07 |
| NY | RA | APPROVED | 2023-08-23 |
Branch Locations
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Staten Island, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navian Capital Securities, Llc | Cincinnati | OH | 10/2013 | 01/2020 |
| Axio Financial Llc | New York | NY | 06/2019 | 01/2020 |
| Investors Bank | Staten Island | NY | 01/2020 | 08/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2020 | 08/2022 |
| Cetera Investment Advisers Llc | Staten Island | NY | 01/2020 | 08/2022 |
| Citizens Securities, Inc. | Staten Island | NY | 08/2022 | 08/2023 |
| Td Bank N.A. | New York | NY | 08/2023 | Present |
| Td Private Client Wealth Llc | New York | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-12 |
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