Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-21 |
Branch Locations
Jacksonville, FL • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2018 | 11/2021 |
| Citibank | Jacksonville | FL | 11/2017 | 08/2018 |
| At&T | Fleming Islnad | FL | 09/2017 | 11/2017 |
| Deutsche Bank | Jacksonville | FL | 11/2015 | 03/2017 |
| Unemployed | Orange Park | FL | 03/2017 | 08/2017 |
| Citigroup | Jacksonville | FL | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-21 |
Reach out to this advisor