Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-25 |
Branch Locations
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428 • United States
15 Union Square West Ms: Ny337, New York, NY 10003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | New York | NY | 06/2026 | Present |
| Td Bank, N.A. | New York | NY | 05/2014 | 12/2017 |
| Jpmorgan Chase Bank, Na | New York | NY | 01/2018 | 11/2018 |
| Jpmorgan Securities Llc | New York | NY | 01/2018 | 11/2018 |
| Td Bank N.A. | Melville | NY | 08/2021 | 08/2022 |
| Unemployed | New York | NY | 12/2018 | 08/2019 |
| Td Bank, N.A. | Rego Park | NY | 08/2019 | 08/2021 |
| Td Private Client Wealth Llc | Melville | NY | 08/2021 | 08/2022 |
| Unemployed | Richmond Hill | NY | 09/2022 | 03/2024 |
| Citizens Bank | New York | NY | 04/2024 | 06/2026 |
| Citizens Securities Inc, | New York | NY | 01/2026 | 06/2026 |
DDN Holding Group Inc. - Owner Responsibilities: Hold Real Estate Date of Initial Involvement: 07/01/2022 Approx. amount of time/month: 1 hour TrueNorth Management LLC- Owner Responsibilities: Hold Real Estate Date of Initial Involvement: 09/19/2025 Approx. amount of time/month: 1 hour Rental Property- Owner Responsibilities: Own Real Estate investment Date of Initial Involvement: 12/29/2021 Approx. amount of time/month: 1 hour
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-19 |
Reach out to this advisor