Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-25 |
Branch Locations
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | San Francisco | CA | 02/2005 | 11/2022 |
| Bny Mellon Wealth Management | San Francisco | CA | 03/2015 | 01/2019 |
| Bny Mellon Securities Corporation | San Francisco | CA | 10/2020 | 11/2022 |
| Unemployed | Berkeley | CA | 11/2022 | 01/2025 |
| Citigroup | San Francisco | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
Reach out to this advisor