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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED | 2024-05-16 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Broomfield | CO | 03/2021 | 12/2021 |
| Mile High Flood District | Denver | CO | 03/2018 | 10/2020 |
| Wingtrades Llc | Denver | CO | 03/2018 | 03/2021 |
| Wheat Ridge Rec Center | Wheat Ridge | CO | 08/2016 | 03/2018 |
| Nylife Securities Llc | Broomfield | CO | 12/2021 | Present |
| Eagle Strategies Llc | Lakewood | CO | 12/2022 | Present |
| Engineer's Financial Group Llc | Bellevue | WA | 03/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2000 S Colorado Blvd, Tower 2, Suite 1100, Denver, CO 80222; Start Date 02/2025; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ENGINEER'S 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); (BELLEVUE, WA); START DATE: 03/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-09 |
Reach out to this advisor