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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-17 |
| CA | RA | APPROVED | 2011-08-23 |
Branch Locations
2999 Douglas Blvd Suite 350, Roseville, CA 95661-3839 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Roseville | CA | 06/2001 | Present |
| Nylife Securities Llc | Rsoeville | CA | 07/2011 | Present |
| Eagle Strategies Llc | Roseville | CA | 08/2011 | Present |
| Caduceus Financial & Insurance Services | Roseville | CA | 04/2014 | Present |
[INSURANCE BROKERING; SELL INSURANCE & FINANCIAL SERVICES; 2999 DOUGLAS BLVD SUITE 350; START DATE 02/2014; ROLE/TITLE: PARTNER; INVESTMENT RELATED; 40 HOURS PER MONTH; 40 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF CADUCEUS FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: ROSEVILLE, CA; START DATE: 04/2014]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-27 |
Reach out to this advisor