Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2017-12-13 |
Branch Locations
S Westport, CT • United States
Citi Wealth Management, Sales 153 E. 53Rd St, New York, NY 10022 • United States
Citi Retail Banking 171 East 72Nd Street, New York, NY 10021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | New York | NY | 08/2016 | 11/2017 |
| Citigroup | New York | NY | 12/2017 | Present |
Rental Property - West Hartford, CT; Investment-related; Affiliation started 09/01/2014; Title; Owner; Duties: Respond to tenant to address any issues that need to be addressed. No time is devoted to the rental each month during securities trading hours; 4 hours are devoted to the rental each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-29 |
Reach out to this advisor