Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks | Concord | MA | 02/2013 | 09/2019 |
| Childcare | Concord | MA | 05/2016 | 01/2021 |
| Cherilyn Lawrence Photography | Concord | MA | 01/2007 | 01/2020 |
| New York Life Insurance Company | Waltham | MA | 08/2020 | Present |
| Nylife Securities Llc. | Waltham | MA | 07/2021 | Present |
| Capital Edge Insurance & Financial Services, Inc. | Waltham | MA | 06/2023 | 01/2026 |
| Eagle Strategies Llc | Waltham | MA | 05/2025 | Present |
| Fairway Group Llc | Waltham | MA | 04/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 201 Jones Rd 5th floor, Waltham, MA, 02451; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (WALTHAM, MA); START DATE: 04/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-15 |
Reach out to this advisor