Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-20 |
Branch Locations
Cwm Retail, Sales 734 3Rd Avenue, New York, NY 10017 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue - 02, Fort Lee, NJ 07024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Orlando | FL | 02/2019 | 04/2022 |
| University Of Central Florida | Orlando | FL | 08/2014 | 08/2019 |
| Wells Fargo Bank | Orlando | FL | 06/2016 | 02/2017 |
| Wells Fargo Bank | Orlando | FL | 05/2017 | 04/2019 |
| Properties Of The Villages | The Villages | FL | 04/2022 | 08/2025 |
| Unemployed | Port Saint Lucie | FL | 08/2025 | 12/2025 |
| Citi Group | New York City | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-11 |
Reach out to this advisor