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 | 2023-12-20 |
Branch Locations
8000 Ih 10 West Suite 800, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Antonio | TX | 04/2016 | Present |
| Nylife Securities Llc | San Antonio | TX | 10/2017 | Present |
| Eagle Strategies Llc | San Antonio | TX | 12/2023 | Present |
| Presidio Wealth Strategies | San Antonio | TX | 11/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 8000 IH 10 West, Suite 800, San Antonio, Texas 78230 ; Start Date 10/2024; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PRESIDIO WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (SAN ANTONIO, TX); START DATE: 11/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-25 |
Reach out to this advisor