Best Investors
Account
Sign in
111 South St #19, Oyster Bay, NY 11771 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwell Health | New Hyde Park | NY | 05/2016 | 09/2017 |
| Northwell Health | New Hyde Park | NY | 04/2016 | 08/2019 |
| Mount Sinai Health System | New York | NY | 09/2019 | 12/2021 |
| Ihs Group | Oyster Bay | NY | 12/2021 | Present |
| Ihs Wealth Management Llc | Oyster Bay | NY | 02/2026 | Present |
Business Activity Description: I am a Partner and licensed broker at an independent insurance agency that provides life, health, disability, and personal and commercial insurance products to individuals and businesses. My responsibilities include client advisory services, business development, and oversight of insurance operations. I am also a licensed property and casualty insurance broker. Compensation / Commissions: All insurance commissions are paid to the firm by insurance carriers. I receive compensation through the firm in accordance with my ownership interest and applicable compensation arrangements. Business Activity / Services Description: IHS Group LLC is a full-service financial and business solutions firm that provides a comprehensive suite of services to individuals, small businesses, and organizations. The firm's services include placement and servicing of insurance products; design and administration support for employee benefit plans (including group health insurance, HSA administration, annual reviews, and employee engagement tools); payroll processing and tax withholding support; human resources consulting and compliance services (including customized employee handbooks, onboarding/offboarding support, and required training); tax and advisory services; and accounting and bookkeeping solutions. IHS Group's offerings are tailored to help clients manage risk, streamline operations, ensure regulatory compliance, and improve workforce satisfaction.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
Reach out to this advisor