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 |
|---|---|---|---|
| MN | RA | APPROVED | 2021-10-19 |
| TX | RA | APPROVED | 2018-06-26 |
Branch Locations
3600 Minnesota Drive Suite 100, Edina, MN 55435 • United States
2600 Network Blvd. Suite 130, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Edina | MN | 06/2009 | Present |
| Nylife Securities Llc | Edina | MN | 06/2009 | Present |
| Utecht Insurance & Financial Services | Dallas | TX | 11/2015 | 06/2021 |
| Eagle Strategies Llc | Dallas | TX | 06/2018 | Present |
| Promus Financial Group, Llc | Frisco | TX | 06/2021 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [OPERATING UNDER THE DBA NAME OF PROMUS FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRISCO, TX; START DATE: 06/2021] [UTECHT LLC; 54 NEPTUNE STREET MAHTOMEDI, MN 555115; START DATE 10/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-10 |
Reach out to this advisor