Best Investors
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Account
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350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
1607 Fm306, Suite 502, New Braunfels, TX 78130 • United States
350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Edison | NJ | 02/2012 | 08/2025 |
| Nylife Securities Llc | Edison | NJ | 04/2012 | 08/2025 |
| Eagle Strategies Llc | Edison | NJ | 02/2015 | 08/2025 |
| Horizon Wealth Strategies, Llc | Edison | NJ | 04/2015 | Present |
| Cornerstone Planning Group, Inc., | New Braunfels | TX | 08/2025 | Present |
[INSURANCE BROKERING; 379 THORNALL STREET 8TH FL EDISON, NJ 08837; START DATE 04/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; APPOINTED THROUGH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; COMPENSATION COMMISSIONS] [OPERATING UNDER THE DBA NAME OF HORIZON WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; EDISON, NJ; START DATE: 04/2015] [Civil Air Patrol; volunteer; non investment related; start date 11/2011; Central Jersey Airport Manville, NJ 08835; 15 hours per month; member of a flight crew that flies single engine propeller aircraft in support of the missions stated above. My primary role is to train others and maintain a high level of proficiency to fulfill these missions] [Alpha Sigma Phi Fraternity - Alpha Theta Chapter; Alpha Sigma Phi is a Social Fraternity that I was a member of when I attended the University of Missouri.; 710 Adams Street Carmel, IN 46032; Start Date 09/2019; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-08 |
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