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 | 2023-05-31 |
Branch Locations
6200 Bridgepoint Parkway Suite 300, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas State University | San Marcos | TX | 05/2013 | Present |
| New York Life Insurance Company | Austin | TX | 06/2016 | Present |
| Nylife Securities Llc | Austin | TX | 06/2016 | Present |
| Westlake Football Club | Austin | TX | 08/2017 | 07/2018 |
| Eagle Strategies Llc | Austin | TX | 05/2023 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through GA Ash brokerage and Guardian; 6200 Bridgepoint pkwy Bdg iv, suite 300 Austin, tx 78730; Start Date 08/2020; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-26 |
Reach out to this advisor