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 |
|---|---|---|---|
| PA | RA | APPROVED | 2008-05-01 |
Branch Locations
230 Cutleaf Circle Suite 100, Harleysville, PA 19438 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | New York | NY | 12/1995 | Present |
| Nylife Securities Inc. | Bala Cynwyd | PA | 12/1995 | Present |
| Eagle Strategies Llc | Harleysville | PA | 05/2008 | Present |
| Calafati Financial Group | Harleysville | PA | 09/2015 | Present |
[OPERATING UNDER THE DBA NAME OF CALAFATI FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED AND THROUGH GA DELAWARE AND SAVOY ; OWNER;start date 09/2015;230 Cutleaf Circle Harleysville, PA 19438; 10 hours per month and during securities hours]\ [BLOCS Scholarship LLC; Through the Educational Improvement Tax Credit and Opportunity Scholarship Tax Credit programs, 555 Croton Road, Suite 310 King of Prussia, PA 19406; Start Date 10/2021; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-20 |
Reach out to this advisor