Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-05-31 |
| TX | RA | APPROVED | 2010-06-08 |
| PA | RA | APPROVED | 2008-12-08 |
Branch Locations
595 E. Swedesford Road Suite 300, Wayne, PA 19087 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. | Bala Cynwyd | PA | 07/1988 | Present |
| Nylife Securities Inc. | Bala Cynwyd | PA | 05/1989 | Present |
| Karalius & Associates Insurance And Financial Services, Llc | Bala Cynwyd | PA | 07/2020 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 555 E. City avenue Suite 800 Bala Cynwyd, Pa 19004; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KARALIUS & ASSOCIATES INSURANCE AND FINANCIAL SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BALA CYNWYD, PA; START DATE: 07/2020] [NYLARC Holding Company, Inc.; This is a private placement involving reinsurance of New York life insurance policies.; 51 Madison Avenue New York, NY 10010; Start Date 01/2024; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-07 |
Reach out to this advisor