Best Investors
Account
Sign in
Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-30 |
Branch Locations
3601 Hempstead Tpke., Ste 210, Levittown, NY 11756 • United States
2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Inc. | Farmingville | NY | 09/2001 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2010 | Present |
| Mutual Inc. Dba Jteam | Farmingville | NY | 03/2023 | Present |
MUTUAL, INC. / Daybright Financial - 2410 NORTH OCEAN AVE., STE. 401, FARMINGVILLE, NY 11738; SALE OF FIXED INSURANCE PRODUCTS; INSURANCE ADVISOR; START DATE 9/2001; APPROXIMATE 1 HR/MONTH; 1 HR/MTH DURING TRADING HRS; INVESTMENT RELATED. Mutual Inc. DBA JTeam; 2410 North Ocean Ave, Suite 401, Farmingville NY 11738; START DATE: 03/03/2023; JTeam lead; Lead team that offers securities and insurance sales and service; 160 hrs/mo; 160 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-05 |
Reach out to this advisor