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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-11-12 |
| MO | RA | APPROVED | 2012-12-17 |
Branch Locations
Three City Place Drive Suite 690, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Creve Coeur | MO | 10/2009 | Present |
| New York Life Insurance Company | Creve Coeur | MO | 04/2009 | Present |
| Eagle Strategies Llc | St Louis | MO | 12/2012 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; One City Place Dr., Ste 260, Creve Coeur, MO 63141; Start Date: 11/2012; Role/Title: Insurance Broker; Investment related; 5 hours per month; 5 hours per month during securities trading hours; brokering] [Business Networking International - Connect for Success; This is a networking group. I will serve as president of our chapter. There is no compensation.; 1755 Des Peres Rd, St Louis, MO 63131; Start Date 10/2023; Role/Title: President; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; I'll run the weekly meetings] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-14 |
Reach out to this advisor