Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-15 |
| NY | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2017-06-20 |
Branch Locations
Citi Wealth Management, Sales 750 Washington Blvd, Fl 7, Stamford, CT 06901 • United States
Stamford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Oak Park | CA | 07/2016 | 05/2017 |
| Citigroup | Thousand Oaks | CA | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-18 |
Reach out to this advisor