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 | 2026-04-13 |
| MA | RA | APPROVED | 2024-12-24 |
Branch Locations
1050 Hingham St 3Rd Floor, Rockland, MA 02370 • United States
2 disclosure categories 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 Insurance Company | Boston | MA | 07/2023 | Present |
| Global Carbon Consulting | Boston | MA | 09/2022 | 06/2023 |
| Xp Asset Management | Boston | MA | 02/2021 | 08/2022 |
| Manulife Investment Management | Boston | MA | 06/2011 | 01/2021 |
| Nysecurities Llc | Boston | MA | 10/2024 | Present |
| Eagle Strategies Llc | Rockland | MA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-26 |
Reach out to this advisor