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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-18 |
Branch Locations
100 Northfield Dr Ste 200, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbc Sports | Stamford | CT | 01/2007 | 10/2024 |
| New York Life Insurance Company | Windsor | CT | 04/2024 | Present |
| Nylife Securities Llc | Windsor | CT | 06/2024 | Present |
| Atlantic Financial Services Llc | Windsor | CT | 11/2024 | Present |
| Eagle Strategies Llc | Windsor | CT | 11/2025 | Present |
[OPERATING UNDER THE DBA NAME OF ATLANTIC FINANCIAL SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (WINDSOR, CT); START DATE: 11/2024][Westmont Association; We are a group of neighbors that have an association to provide services such as block parties, entrance way maintenance and Christmas parties to the residence of Westmont St. ; 135 Westmont St, West Hartford CT.; Start Date 06/2024; Role/Title: President; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; coordinate with other neighbors to procure craft services for the summer block party and winter Holiday party. We also do some volunteer work to have people help with upkeep to the street entrance.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-09 |
Reach out to this advisor