Best Investors
Account
Sign in
Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-13 |
| NY | RA | APPROVED | 2023-01-03 |
Branch Locations
510 Hempstead Tpke Ste 204, West Hempstead, NY 11552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Melville | NY | 10/2008 | 08/2017 |
| Nylife Securities Llc | Melville | NY | 03/2010 | 08/2017 |
| Park Avenue Securities Llc | New York | NY | 09/2017 | 10/2017 |
| Guardian Life Insurance Co Of America | New York | NY | 09/2017 | 10/2017 |
| Guardian Life Insurance | Melville | NY | 11/2017 | 10/2022 |
| Park Avenue Securities | Melville | NY | 11/2017 | 10/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2023 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2023 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 01/2023 | Present |
| The Heritage Planning Group | West Hempstead | NY | 04/2022 | Present |
| Senior Services Of North America | Melville | NY | 05/2023 | 05/2025 |
DBA THE HERITAGE PLANNING GROUP LLC; SAME AS BRANCH; INV REL; INSURANCE AGENCY; OWNER; START DATE=04/2022; HRS/MO=120; TRADING HRS/MO=120;MANAGING AND SELLING INSURANCE PRODUCTS * GOLD COAST ADVISORS NY LLC; 3 RADNOR RD, GREAT NECK, NY 11023; NON INV REL; LLC FOR REAL ESTATE; OWNER; START DATE=12/2019; HRS/MO=0; TRADING HRS/MO=0; LLC CREATED FOR OFFICE LEASING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-17 |
Reach out to this advisor