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 | 2024-11-27 |
| WA | RA | APPROVED | 2023-07-25 |
Branch Locations
5727 Division Street Suite 8, Spokane, WA 99208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Carolina Wilmington | Wilmington | NC | 08/2016 | 05/2020 |
| Watermans Brewing Company | Wilmington | NC | 03/2019 | 03/2020 |
| Brio Tuscan Grille | Charlotte | NC | 05/2017 | 08/2018 |
| Kendrick Family | Charlotte | NC | 05/2018 | 12/2018 |
| New York Life Insurance Co. | Spokane | WA | 06/2020 | Present |
| Nylife Securities, Llc | Spokane | WA | 09/2020 | Present |
| Unemployed | Matthews | NC | 05/2020 | 06/2020 |
| Eagle Strategies Llc | Spokane | WA | 07/2023 | Present |
| Foley Financial Group | Spokane | WA | 11/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products ; 5727 N Division St Suite LL08 Spokane WA 99208; Start Date 09/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Foley Financial Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SPOKANE WA; START DATE: 10/2023][Business Networking International; Volunteering to be in leadership for a networking organization. ; 2818 N Sullivan Ste 100 Spokane Valley WA 99216; Start Date 04/2025; Role/Title: Volunteer; Not Investment Related; 1.5 hours per month; 1.5 hours per month during securities trading hours; event host]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-19 |
Reach out to this advisor