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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-19 |
| CA | RA | APPROVED | 2005-05-11 |
Branch Locations
2999 Douglas Blvd Suite 350, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Roseville | CA | 03/2001 | Present |
| Brent Agee Financial And Insurance Services | Roseville | CA | 12/2009 | Present |
| Harborpoint Financial & Insurance Services | Roseville | CA | 10/2023 | Present |
[APPOINTED TO VARIOUS OUTSIDE INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS VIA DBA BRENT AGEE FINANCIAL AND INSURANCE SERVICES; START DATE 12/2009; INVESTMENT RELATED] [NYLARC Holding Company, Inc.; Re-insuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 09/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HARBORPOINT FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ROSEVILLE, CA); START DATE: 10/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-04 |
Reach out to this advisor