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 | 2024-03-23 |
| CA | RA | APPROVED | 2022-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Santa Rosa | CA | 11/2014 | Present |
| Nylife Securities Llc | Santa Rosa | CA | 09/2016 | Present |
| Eagle Strategies Llc | Santa Rosa | CA | 01/2022 | Present |
[Leadership Santa Rosa ALumni Association; 50 Old Courthouse Square #110, Santa Rosa CA 95404; Start Date 03/2019; Role/Title: Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 321 College Avenue, Santa Rosa CA 95401; Start Date 06/2020; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [The Zones; being a board member of the nonprofit organization; 1011 Hahman Dr, Santa Rosa CA 95405; Start Date 11/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Be a voice for the organization in the community ensuring people know what is available to them as a deserving families. supplying good will and faith as a local community member myself.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-28 |
Reach out to this advisor