Best Investors
Account
Sign in
Somers, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-11 |
| NY | RA | APPROVED | 2022-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| National Securities Corporation | New York | NY | 01/2004 | 06/2022 |
| National Asset Management, Inc | Seattle | WA | 11/2007 | 06/2022 |
| Stage Wealth Management, Inc. | Jericho | NY | 06/2022 | Present |
| North Shore Life & Health Agency, Inc. | Jericho | NY | 06/2015 | Present |
| Mgpc Agency Inc. | Jericho | NY | 03/2018 | Present |
| Bsggh Llc | Jericho | NY | 07/2023 | Present |
| Broadstreet Insurance Agency, Llc | Somers | NY | 02/2024 | Present |
| American Insurance Networking Agency, Inc. | Somers | NY | 12/2025 | Present |
| Westchester Soccer Group, Llc | Somers | NY | 01/2026 | Present |
(1) MGPC AGENCY START 3-2018 REFERALS FOR HOME, AUTO PROPERTY & CASUALTY INSURANCE AGENCY 10 HRS PER MONTH ZERO DURING TRADING HRS. (2) SYSO SOMERS SPORTS, TOWN SPORTS BOARD, NON-PROFIT, VOLUNTEER VICE PRESIDENT, SOMERS, NY 1 HRS PER MONTH, NOT INVESTMENT RELATED. (3) NORTH SHORE LIFE AND HEALTH AGENCY, INVESTMENT RELATED, JERICHO, NY, FIXED INSURANCE LIFE AND HEALTH, AGENT, 5-10 HRS. PER MONTH, ZERO DURING TRADING HRS, INSURANCE SALES AND SERVICES. (4) BSGGH LLC, INVESTMENT RELATED, PERSONAL INVESTMENTS AND CONSULTING SERVICES, SOLE MANAGING MEMBER, JERICHO, NY, APPROXIMATELY 16 HOURS PER MONTH ALL DURING TRADING HOURS, START 07/2023, PROVIDES NON-DISCRETIONARY CONSULTING, INSURANCE, AND OTHER BUSINESS ADVICE (5) BROADSTREET INSURANCE AGENCY, LLC; INVESTMENT-RELATED; SOMERS, NY; INSURANCE AGENCY; PRESIDENT; START 02/2024; SALES AND SERVICES FOR FIXED INSURANCE PRODUCTS INCLUDING PROPERTY & CASUALTY; 10 HRS PER MONTH WITH 5 HRS DURING TRADING HRS. (6) AMERICAN INSURANCE NETWORKING AGENCY, INC., INVESTMENT-RELATED; SOMERS, NY; INSURANCE AGENCY; PRESIDENT; START 12/2025; SALES AND SERVICES FOR FIXED INSURANCE PRODUCTS INCLUDING PROPERTY & CASUALTY; 10 HRS PER MONTH WITH 5 HRS DURING TRADING HRS. (7) WESTCHESTER SOCCER GROUP, LLC; NOT INVESTMENT RELATED; SOMERS, NY; PART OWNER, START 01/2026; PERSONAL INVESTMENT; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-06 |
Reach out to this advisor