Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-08-09 |
Branch Locations
333 Bridge Street Nw Suite 600, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genzink Steel | Holland | MI | 08/2018 | 03/2021 |
| United Rentals | Grand Rapids | MI | 08/2016 | 08/2018 |
| New York Life Insurance Company | Grand Rapids | MI | 03/2012 | Present |
| Nylife Securities Llc | Grand Rapids | MI | 05/2021 | Present |
| Clique Bowling Lanes | Grand Rapids | MI | 11/2012 | 07/2021 |
| Eagle Strategies Llc | Jenison | MI | 08/2021 | Present |
| Generation Three Financial, Llc | Grand Rapids | MI | 09/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 333 Bridge St NW Suite 600 Grand Rapids MI 49504; Start Date 03/2021; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Generation Three Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCAITE; GRAND RAPIDS MI; START DATE: 09/2024][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 333 Bridge St NW Suite 600 Grand Rapids MI 49504; Start Date 04/2021; Role/Title: Insurance Broker; Investment Related; 25 hours per month; 25 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-11 |
Reach out to this advisor