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_RES | 2021-04-22 |
| VA | RA | APPROVED | 2000-01-28 |
Branch Locations
1206 Laskin Road Suite 230, Virginia Beach, VA 23451 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Company | Norfolk | VA | 11/1990 | Present |
| Nylife Securities Llc | Norfolk | VA | 07/1991 | Present |
| Heritage Business Strategies, Llc | Virginia Beach | VA | 08/2006 | 02/2026 |
| Savagen Strategy | Virginia Beach | VA | 02/2026 | Present |
I AM A CONSULTANT/ADVISOR AND STARTED ON 6/01/2004. I DEVOTE APPROXIMATELY 1 HOUR PER MONTH AND ZERO HOURS PER MONTH DURING SECURITIES TRADING HOURS] [CHESAPEAKE BAY WINE CLASSIC FOUNDATION; MEMBER/BOARD OF GOVERNORS FOR CHESAPEAKE BAY WINE CLASSIC FOUNDATION - NON-PROFIT ORGANIZATION THAT HOLDS AN ANNUAL EVENT TO RAISE FUNDS FOR OTHER CHARITABLE ORGANIZATIONS IN THE SOUTHEASTERN VIRGINIA AREA. LOCATED IN VIRGINIA BEACH, VIRGINIA.; COMPENSATION: NONE] [NYLARC Holding Company; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 05/2003; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Tidewater Community College Real Estate Foundation; The Tidewater Community College Real Estate Foundation, Inc. is a Virginia 501(c)(3) corporation that is organized and operated exclusively to support the needs of Tidewater Community College.; 121 College Place Suite 624 Norfolk VA 23510; Start Date 01/2020; Role/Title: Officer; Investment Related; 2 hours per month; 0 hours per month during securities trading hours;attend group meetings] [JEM Development A Virginia Business Trust Series 10 21st Strategies; JEM Development is a series LLC holding company that purchases income producing real estate for investment purposes; 226 W 25th Street Norfolk, VA 23517; Start Date 06/2025; Role/Title: Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Resurgent Realty Inc; Resurgent is purchasing a privately owned business called Ready Spaces that currently leases industrial warehouse spaces; 2101 Parks Avenue Suite 402 Virginia Beach Va 23451; Start Date 10/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SAVAGEN STRATEGY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (VIRGINIA BEACH, VA); START DATE: 02/2026][Atlantic Coast Powerboat Association; ACPA helps to raise money through a powerboat event each June to benefit the special warfare community; 20380 Hayes Ln Smithfield Va 23430; Start Date 01/2026; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; help with organizing the annual powerboat run]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-05 |
Reach out to this advisor