Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-07 |
Branch Locations
2554 Lewisville-Clemmons Rd Suite 306C, Clemmons, NC 27012 • 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 Insurance Co. | Charlotte | NC | 07/2001 | Present |
| Pinnacle Wealth Strategies, Llc | Clemmons | NC | 01/2016 | 07/2019 |
| Nylife Securities, Llc | Charlotte | NC | 07/2001 | Present |
| Eagle Strategies Llc | Clemmons | NC | 05/2026 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 06/2005]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-26 |
Reach out to this advisor