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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-28 |
Branch Locations
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Boston | MA | 08/2021 | 10/2024 |
| Blackrock Investments, Llc | Boston | MA | 08/2022 | 10/2024 |
| Wequassett Resort And Golf Glub | Harwich | MA | 06/2020 | 08/2020 |
| Carousel | Norton | MA | 03/2020 | 08/2021 |
| Wheaton College | Norton | MA | 08/2017 | 05/2018 |
| Red Lion Inn | Cohasset | MA | 06/2018 | 08/2018 |
| Red Lion Inn | Cohasset | MA | 06/2019 | 08/2019 |
| Wequassett Resort And Golf Club | Harwich | MA | 06/2017 | 08/2017 |
| Wequassett Resort And Golf Club | Harwich | MA | 06/2021 | 07/2021 |
| Town Of Scituate | Scituate | MA | 06/2018 | 08/2018 |
| Wheaton College | Norton | MA | 08/2017 | 12/2019 |
| Scituate Public Schools | Scituate | MA | 09/2016 | 06/2017 |
| Wheaton College | Norton | MA | 08/2018 | 05/2019 |
| Wheaton College | Norton | MA | 08/2019 | 12/2019 |
| Boston University | Sydney | 01/2020 | 05/2020 | |
| Wheaton College | Norton | MA | 08/2020 | 05/2021 |
| Cambridge Associates | Boston | MA | 10/2024 | 12/2025 |
| Citi | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-02 |
Reach out to this advisor