Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-05 |
| DE | RA | APPROVED | 2016-10-10 |
| PA | RA | APPROVED | 2016-09-15 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
Middletown, DE • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2014 | Present |
1)PARTNER, MEMBER OF A LIMITED LIABILITY COMPANY, LUCAS HOLDINGS LLC, 20 AUGUSTINE BLVD MIDDLETOWN DE 19709, PARTNER, START DATE: 1/1/20, DUTIES: REAL ESTATE INVESTMENTS AND INCOME PROPERTIES OWNED BY MY WIFE AND I AS PARTNERS, 5 HRS PER MO, BANK ACCT, SIGNATOR, NOT INVESTMENT RELATED; 2) AGENT OF A CORPORATION, BREWER ASSOCIATES, AGENT, START DATE: 4/15/22, DUTIES: TAKING OVER MICHAEL BREWERS HEALTH INSURANCE BOOK AND ALL CLIENTS ARE USED TO BREWER ASSOCIATES WE ARE GOING TO KEEP IT OPEN FOR THE TIME BEING TO LIMIT DISRUPTIONS TO GROUP CLIENTS. MY ROLE IS SERVICING ALL CURRENT HEALTH AND GROUP BENEFIT CLIENTS, 50 HRS PER MO, NOT INVESTMENT RELATED; 3) OUTSIDE INSURANCE APPOINTMENTS 4) USING KYLE.LUCAS@BLFGROUP.NET TO CONDUCT EQUITABLE BUSINESS; 5) BREWERASSOC@AOL.COM
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-03 |
Reach out to this advisor