Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-03-01 |
Branch Locations
400 W. Wilson Bridge Rd. Suite 305, Worthington, OH 43085 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2010 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2010 | Present |
1. outsiden insurance carrier appointment - State Life -term life - since 8/2011 2.outside insurance carrier appointment - NY Long term Care Brokers LTD -LTC insurance since 4/2004 3.outside insurance carrier appointment - American Heritage life insurance co-term, universal,m group universal and whol life since 3/2019 4.outside insuracne carrier appointment - Compainion Life - diability - since 7/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
Reach out to this advisor