Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-07 |
| TX | RA | APPROVED | 2021-11-10 |
| DE | RA | APPROVED | 2021-01-14 |
Branch Locations
1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Georgetown | DE | 12/2015 | 05/2017 |
| Citizens Bank | Lewes | DE | 05/2017 | 11/2017 |
| Citizens Bank | Lewes | DE | 11/2017 | 01/2019 |
| Citizens Securities, Inc | Lewes | DE | 11/2017 | 01/2019 |
| Citizens Securities Inc. | Dover | DE | 01/2019 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dover | DE | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-20 |
Reach out to this advisor