Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-06 |
| TX | RA | APPROVED_RES | 2017-05-22 |
Branch Locations
120 White Plains Road Suite 601, Tarrytown, NY 10591 • United States
Mohegan Lake, NY • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Metlife Securities Inc | New York | NY | 03/2014 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Tarrytown | NY | 07/2016 | Present |
| Mml Investors Services, Llc | Tarrytown | NY | 03/2017 | Present |
1) NAME: TRA WESTFAIR RIDES INV REL: N ADD: 487 EAST MAIN STREET SUITE 218 MOUNT KISCO NY 10549 NATURE: RIDE SERVICE FOR ELDERLY AND SIGHT DEPRIVED PEOPLE POSITION: VOLUNTEER BOARD MEMBER START DATE: 11/1/2018 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 2)NAME: EDWARD KOVAC, INV REL: Y ADDR:@ RESIDENTIAL ON FILE, NATURE: OUTSIDE INSURANCE, POSITION: AGENT, START: 9/25/2024, NO HR/MO:2 NO HR/MO DUR TRADING:2, DUTIES: LIFE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES. 3)NAME: FRIENDS OF TRA, INV REL: N ADDR: 487 E MAIN ST, SUITE 218, MOUNT KISCO NY 10549, NATURE: INFORMATIONAL FOR THE ELDERLY, POSITION: BOARD MEMBER, START: 6/29/2025, NO HR/MO: 2 NO HR/MO DUR TRADING: 0 DUTIES: ATTEND BOARD MEETINGS, REVIEW MINUTES, DISCUSS OPERATIONS. 4) NAME: EDWARD KOVAC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LIFE SETTLEMENTS POSITION: AGENT START DATE: 12/18/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: DISCUSS AND REVIEW LIFE SETTLEMENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-25 |
Reach out to this advisor