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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-10 |
Branch Locations
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 |
|---|---|---|---|---|
| New York Life | Madison | WI | 06/2015 | Present |
| Nylife Securities Llc | Madison | WI | 04/2016 | Present |
| Red Baron | Edgerton | WI | 04/2015 | 06/2021 |
| Eagle Strategies Llc | Madison | WI | 11/2020 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 110 W Fulton Street Edgerton, WI 53534; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours][Economic Development Committee - Capital Off-Road Pathfinders of Madison, WI.; 501(C)3 with the mission of developing and maintaining mountain bike trails in the greater Dane County area. ; PO Box 44572, Madison, Wisconsin 53744; Start Date 03/2025; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 4 hours per month during securities trading hours; responsible for growing membership and raising funding for the group]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-03 |
Reach out to this advisor