Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-25 |
Branch Locations
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Cwm Retail, Sales 6105 Jericho Turnpike, Commack, NY 11725 • United States
Cwm Retail, Sales 730 Veterans Memorial Highway, Hauppauge, NY 11788 • United States
Garden City, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Long Island City | NY | 05/2018 | 06/2018 |
| Td Bank | Mineola | NY | 03/2014 | 03/2017 |
| Astoria Bank | Long Island City | NY | 03/2017 | 05/2018 |
| Financial Resources Group Investment Services | Long Island | NY | 06/2018 | 06/2025 |
| Citgroup | Commack | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
Reach out to this advisor