Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-28 |
| SC | RA | APPROVED | 2023-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Charlotte | NC | 08/1994 | Present |
| Nylife Securities Inc. | Charlotte | NC | 10/1994 | Present |
| Palmetto Insurance Group Llc | Columbia | SC | 03/2009 | 06/2023 |
| Eagle Strategies Llc | Columbia | SC | 08/2023 | Present |
| Palmetto Insurance Group, Llc | Columbia | SC | 10/2023 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 11/2002] [STRUCTURED SETTLEMENTS;PO BOX 61200 COLUMBIA, SC 29260;SALE OF NON-REGISTERED PRODUCTS-AFFILIATED WITH SUMMIT SETTLEMENTS SERVICES TO BROKER STRUCTURED SETTTLEMENTS; INVESTMENT RELATED; START DATE 04/2008] [JULIA K. MIKELL, DDS; OFFICER; NON INVESTMENT RELATED; START DATE 04/2002] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 02/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Palmetto Insurance Group, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; COLUMBIA SC ; START DATE: 10/2023][Calendar Properties A, LLC; owns my office building; 6 Calendar Court, Columbia, SC 29206; Start Date 01/2009; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Collect rent and pay bills]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-30 |
Reach out to this advisor