Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-27 |
Branch Locations
Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States
Boston, MA • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2017 | 06/2022 |
| Bank Of America, N.A. | Boston | MA | 06/2017 | 06/2022 |
| Bates College | Lewiston | ME | 09/2013 | 05/2017 |
| Bny Mellon | Boston | MA | 05/2022 | Present |
| Bny Mellon Securities Corporation | Boston | MA | 07/2022 | 06/2026 |
| Citigroup | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
| S66 | Uniform Combined State Law Examination | 2019-04-11 |
Reach out to this advisor