Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
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 |
|---|---|---|---|---|
| J. P. Morgan Securities Llc | Los Angeles | CA | 06/2022 | 03/2023 |
| Jpmorgan Chase Bank N. A. | Los Angeles | CA | 06/2022 | 03/2023 |
| Volvo Cars Santa Monica | Santa Monica | CA | 03/2022 | 04/2022 |
| Alan Byer Auto Sales Inc | Syracuse | NY | 05/2021 | 01/2022 |
| Watertown Animal Hospital | Watertown | NY | 05/2020 | 05/2021 |
| Liverpool Veterinary Hospital | Liverpool | NY | 03/2018 | 05/2020 |
| Stone's Steakhouse | Syracuse | NY | 04/2018 | 10/2018 |
| Solvay Bank | Fayetteville | NY | 01/2018 | 04/2018 |
| Red Lobster | Syracuse | NY | 01/2018 | 04/2018 |
| Total Veterinary Care | Cicero | NY | 01/2018 | 01/2018 |
| Hertz Corporation | Syracuse | NY | 11/2017 | 12/2017 |
| Veterinary Emergency Care & Critical Care Center | Baldwinsville | NY | 07/2017 | 10/2017 |
| Fayetteville Veterinary Hospital | Fayetteville | NY | 08/2016 | 07/2017 |
| Culver City Motor Cars Inc | Culver City | CA | 02/2022 | 03/2022 |
| Hsbc Securities (Usa) Inc. | Beverly Hills | CA | 04/2023 | 01/2026 |
| Hsbc Bank Usa, N.A. | Beverly Hills | CA | 03/2023 | 01/2026 |
| Citigroup | Beverly Hills | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
Reach out to this advisor