Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| NC | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2025-12-04 |
| SC | RA | APPROVED | 2025-09-18 |
| WA | RA | APPROVED | 2025-08-12 |
| MD | RA | APPROVED | 2025-04-29 |
| PA | RA | APPROVED | 2025-03-18 |
| CT | RA | APPROVED | 2024-09-30 |
| FL | RA | APPROVED | 2024-09-30 |
| NJ | RA | APPROVED | 2024-09-27 |
| NY | RA | APPROVED | 2024-09-23 |
Branch Locations
355 West Main St Ms: Ny315, Huntington, NY 11743 • United States
4040 Veterans Memorial Hwy Ms: Ny321, Bohemia, NY 11716 • United States
859 Walt Whitman Road Ms: Ny329, Melville, NY 11747 • United States
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • 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 |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | New Hyde Park | NY | 11/2014 | 09/2024 |
| Hsbc Securities (Usa) Inc. | New York | NY | 11/2014 | 09/2024 |
| Citizens Securities, Inc. | Huntington | NY | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-13 |
Reach out to this advisor