Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2011-05-13 |
| IL | RA | APPROVED | 2007-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Comapny | St. Louis | MO | 05/2003 | Present |
| Nylife Securities Inc. | St. Louis | MO | 05/2003 | Present |
| Eagle Strategies Llc | St. Louis | MO | 08/2007 | Present |
| Mater Dei High School | Breese | IL | 04/2014 | Present |
| Becker Financial | Breese | IL | 04/2016 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-NYL, NON-REGISTERED PRODUCTS; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; COMPENSATION: COMMISSIONS] [MATER DEI HIGH SCHOOL - SUBSTITUTE TEACHER; SUBSTITUTE TEACHER; 900 N MATER DEI DRIVE, BREESE, IL 62230; START DATE 04/2014; ROLE/TITLE: EDUCATOR/INSTRUCTOR; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF BECKER FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BREESE, IL; START DATE: 04/2016] [ Mater Dei Catholic High School; Assistant Boys Basketball Coach at Mater Dei Catholic High School.; 900 Mater Dei Drive, Breese, IL 62230; Start Date 08/2023; Role/Title: Volunteer; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-03 |
Reach out to this advisor