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 | 2020-12-18 |
| CA | RA | APPROVED | 2007-05-01 |
Branch Locations
2121 41St Ave. Suite 208, Capitola, CA 95010 • United States
1731 Technology Drive Suite 300 And 400, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Jose | CA | 02/2005 | Present |
| Nylife Securities Inc. | San Jose | CA | 06/2005 | Present |
| Flynn Wealth Strategies And Insurance Solutions, Inc. | Capitola | CA | 12/2014 | Present |
| Biggr Wealth Strategies And Insurance Solutions, Llc | Capitola | CA | 02/2023 | Present |
[NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Passive Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2121 41st Avenue, Suite 208, Capitola, CA 95010; 15 hours per month; commissions] [OPERATING UNDER THE DBA NAME OF FLYNN WEALTH STRATEGIES AND INSURANCE SOLUTIONS, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CAPITOLA, CA; START DATE: 12/2014] [The Impact Entrepreneur Show Podcast; A once a week podcast that interviews a entrepreneurs from non-financial industries. We go beyond just discussing success and failure, and dive into what really drives them to do what they do and discuss the impact they hope to have in the world.; 1840 41st Ave, Suite 102-172, Capitola, Ca 95010; Start Date 04/2011; Role/Title: Owner; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BIGGR Wealth Strategies and Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Capitola, CA; START DATE: 02/2023][1606 Arcadia Rental; Short Term Rental Property; 1606 Arcadia Ave, South Bend, IN 43365; Start Date 09/2024; Role/Title: Investor; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-23 |
Reach out to this advisor