Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-27 |
Branch Locations
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personalized Independence | Corvallis` | OR | 09/2016 | 09/2016 |
| Market Of Choice | Corvallis | OR | 11/2016 | 06/2022 |
| Fidelity Investments | Jacksonville | FL | 07/2022 | 05/2024 |
| Truist | Jacksonville | FL | 01/2025 | 03/2026 |
| Caregiver | Tampa | FL | 05/2024 | 11/2024 |
| Oregon State University | Corvallis | OR | 09/2018 | 01/2022 |
| Citigroup Global Markets Inc. | Jacksonville | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
Reach out to this advisor