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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-30 |
| IL | RA | APPROVED | 2024-09-18 |
Branch Locations
Citi Wealth Management, Nic 227 West Monroe St, Chicago, Chicago, IL 60606 • United States
Citi Retail Banking 69 W. Washington, Chicago, IL 60602 • United States
Chicago, IL • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Chicago | IL | 03/2017 | 05/2021 |
| Chinese American Service League, Inc | Chicago | IL | 06/2015 | 03/2017 |
| J.P. Morgan Securities Llc | Chicago | IL | 03/2017 | 05/2021 |
| Citigroup Global Markets Inc. | Chicago | IL | 05/2021 | 03/2023 |
| J.P. Morgan Securities Llc | Chicago | IL | 03/2023 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 03/2023 | 08/2024 |
| Citigroup | Chicago | IL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-26 |
Reach out to this advisor