Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eon, Inc | New York | NY | 05/2012 | 09/2016 |
| Wells Fargo | Los Angeles | CA | 09/2016 | 01/2020 |
| Tiaa | Los Angeles | CA | 01/2020 | 06/2025 |
| Citi | Beverly Hills | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-20 |
Reach out to this advisor