Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-30 |
Branch Locations
Coconut Creek, FL • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank, Fsb | Coral Springs | FL | 07/1999 | 07/2021 |
| New York Life Insurance Company | Sunrise | FL | 09/2021 | 02/2023 |
| Nylife Securities Llc | Sunrise | FL | 02/2022 | 02/2023 |
| Brokers International Financial Services | Weston | FL | 08/2023 | 04/2024 |
| A&A Insurance Services, Inc. | Coral Springs | FL | 03/2023 | 05/2023 |
| Aflac Insurance | Miami | FL | 05/2023 | Present |
| N/A | Coconut Creek | FL | 08/2021 | 08/2021 |
| Everlasting Wealth Strategies Llc | Coconut Creek | FL | 05/2023 | Present |
| The Leaders Group Inc | Littleton | CO | 05/2024 | Present |
1.) AFLAC - 5/28/2023 - 3150 NW 42nd, Apt E101, Coconut Creek, FL 33066 - Agent, Sales of AFLAC products/servicing, Not Invt Rel, Supplemental health insurance, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 3/1/2024 - 3150 NW 42nd, Apt E101, Coconut Creek, FL 33066 - Agent, Solicitation of insurance, Not Invt Rel, Insurance business, 25 hrs/mo; 15 hrs/mo (during trading hours). 3.) EVERLASTING WEALTH STRATEGIES LLC - 5/10/2023 - 3150 NW 42nd, Apt E101, Coconut Creek, FL 33066 - President/CEO, Manage Agency, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 5/28/2024 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-24 |
Reach out to this advisor