Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-03 |
Branch Locations
One Blue Hill Plaza #1509-75, Pearl River, NY 10965 • United States
East Northport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Melville | NY | 05/2013 | 12/2016 |
| New York Life Insurance Company | Melville | NY | 12/2016 | 05/2017 |
| Activate Coaching For Performance (Acp) | Melville | NY | 04/2015 | 12/2021 |
| Mml Investors Services, Llc | Melville | NY | 05/2017 | 12/2021 |
| Massmutual Life Insurance Company | Melville | NY | 05/2017 | 12/2021 |
| Lifemark Securities Corp. | Rochester | NY | 01/2022 | Present |
| Mll Consulting Inc. | East Northport | NY | 03/2021 | Present |
| Independent Insurance Agent | East Northport | NY | 12/2016 | Present |
(1) INDEPENDENT INSURANCE AGENT / INVESTMENT RELATED / 18 CLAUDINE CT, EAST NORTHPORT, NY 11731 / SALES AND SERVICE OF LIFE, LTC, HEALTH AND FIXED ANNUITY INSURANCE PRODUCTS / START 12/01/2016 / 60 HRS/MO / 30 HRS/MO DURING TRADING HOURS. (2) MLL CONSULTING INC. / NOT INESTMENT RELATED / 18 CLAUDINE CT, EAST NORTHPORT, NY 11731 / CONSULTANT, COACH / START 03/01/2021 / 80 HRS/MO / 40 HRS/MO DURING TRADING HOURS / AGENCY AND F2F DISTRIBUTION BEST PRACTICES, PROFESSIONAL COACHING FOR IMPOROVED PERFORMANCE, PERFORMANCE METRICS DATABASE ANALYSIS AND APPLICATIONS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-24 |
| S66 | Uniform Combined State Law Examination | 2006-09-21 |
Reach out to this advisor