Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2023-01-05 |
| NM | RA | APPROVED | 2006-06-08 |
| TX | RA | APPROVED | 2006-06-06 |
Branch Locations
8220 San Pedro Ne Suite 110, Albuquerque, NM 87113 • United States
2707 Palmer Dr, Casper, WY 82601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Albuquerque | NM | 10/1995 | Present |
| Nylife Securities Inc. | Albuquerque | NM | 10/1995 | Present |
| Lobo Wealth Strategies- | Albuquerque | NM | 10/2009 | Present |
| Eagle Strategies Llc | Albuquerque | NM | 06/2006 | Present |
| High Point Financial Group, Llc | Casper | WY | 01/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS; 1HR A MONTH; DBA LOBO WEALTH STRATEGIES] [OPERATING UNDER THE DBA NAME OF High Point Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CASPER, WY; START DATE: 01/2023] [Rental Property - Sub-Lease; Sub-lease of office space; 8220 San Pedro NE #110 Albuquerque NM 87113; Start Date 09/2009; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-15 |
Reach out to this advisor