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 |
|---|---|---|---|
| SD | RA | APPROVED | 2023-02-15 |
| IA | RA | APPROVED | 2023-02-14 |
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 Insurance Company | Sioux Falls | SD | 10/2015 | Present |
| Nylife Securities Llc | Sioux Falls | SD | 01/2016 | Present |
| Bluewater Financial Group, Llc | Rock Valley | IA | 06/2019 | Present |
| Eagle Strategies Llc | Rock Valley | IA | 02/2023 | Present |
[[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS- Health and Dental Group Business; 1531 14th St, rock valley Ia 51247; Start Date 06/2018; Role/Title: Agent; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BLUEWATER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ROCK VALLEY, IA; START DATE: 06/2019][1800 Norris Place Condo Association; Condo association relation to the office location in Spencer Iowa for my business. ; 1805 Norris Place, Spencer IA 51301; Start Date 12/2024; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; president]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-29 |
Reach out to this advisor