Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-27 |
| SC | RA | APPROVED | 2025-03-25 |
| ND | RA | APPROVED | 2025-03-24 |
| KY | RA | APPROVED | 2025-03-21 |
| MI | RA | APPROVED | 2025-03-21 |
| AK | RA | APPROVED | 2025-03-20 |
| CA | RA | APPROVED | 2025-03-20 |
| DE | RA | APPROVED | 2025-03-20 |
| IA | RA | APPROVED | 2025-03-20 |
| NH | RA | APPROVED | 2025-03-20 |
| WY | RA | APPROVED | 2025-03-20 |
| CO | RA | APPROVED | 2025-03-19 |
| CT | RA | APPROVED | 2025-03-19 |
| GA | RA | APPROVED | 2025-03-19 |
| IL | RA | APPROVED | 2025-03-19 |
| IN | RA | APPROVED | 2025-03-19 |
| MD | RA | APPROVED | 2025-03-19 |
| MO | RA | APPROVED | 2025-03-19 |
| NC | RA | APPROVED | 2025-03-19 |
| PA | RA | APPROVED | 2025-03-19 |
| RI | RA | APPROVED | 2025-03-19 |
| VA | RA | APPROVED | 2025-03-19 |
| WA | RA | APPROVED | 2025-03-19 |
| WI | RA | APPROVED | 2025-03-19 |
| AL | RA | APPROVED | 2025-03-18 |
| KS | RA | APPROVED | 2025-03-18 |
| MN | RA | APPROVED | 2025-03-18 |
| NV | RA | APPROVED | 2025-03-18 |
| NJ | RA | APPROVED | 2025-03-18 |
| NY | RA | APPROVED | 2025-03-18 |
| OH | RA | APPROVED | 2025-03-18 |
| UT | RA | APPROVED | 2025-03-18 |
| FL | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
4501 Tamiami Trl N, Naples, FL 34103 • United States
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-26 |
Branch Locations
4501 Tamiami Trl N, Naples, FL 34103 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Naples | FL | 04/2015 | 01/2025 |
| Citizens Bank | Naples | FL | 01/2025 | Present |
| Citizens Securities, Inc. | Naples | FL | 01/2025 | Present |
| Citizens Private Wealth | Naples | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-31 |
Reach out to this advisor