Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-21 |
Branch Locations
Jacksonville, FL • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 06/2017 | 10/2020 |
| City Year | Jacksonville | FL | 07/2016 | 06/2017 |
| Fidelity Personal And Workplace Advisors | Jacksonville | FL | 11/2018 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 11/2020 | 10/2021 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 11/2020 | 10/2021 |
| Citigroup | Jacksonville | FL | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-28 |
Reach out to this advisor