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 | 2026-04-15 |
| NY | RA | APPROVED | 2023-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Williamsville | NY | 11/2007 | Present |
| Nylife Securities Llc | Williamsville | NY | 12/2007 | Present |
| Eagle Strategies Llc | Williamsville | NY | 10/2023 | Present |
| Roi Financial Group, Llc D/B/A Roi Financial Group | Williamsville | NY | 11/2023 | Present |
[RENTAL PROPERTY; LANDLORD; COLLECT RENT & MAINTAINENCE; 30 BIDWELL PKWY BUFFALO NY 14222;investment related; start date 11/2007] [Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; investment related; start date 11/2007] [EBAY - tolamordo; Selling of vintage and antique items on Ebay; 30 Bidwell Pkwy Buffalo , NY 14222; Start Date 03/2022; Role/Title: Owner; Not Investment Related; 15 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ROI FINANCIAL GROUP, LLC D/B/A ROI FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WILLIAMSVILLE NY; START DATE: 11/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-30 |
Reach out to this advisor