Best Investors
Account
Sign in
Best Investors
Account
Sign in
Greenville, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-02-27 |
| SC | RA | APPROVED | 2018-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Wealth Strategies, Llc | Columbia | SC | 03/2016 | Present |
| Nylife Securities Llc | Columbia | SC | 07/2016 | 01/2018 |
| Eagle Strategies Llc | Columbia | SC | 09/2016 | 01/2018 |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Columbia, SC 29205; Start Date 04/2016; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MOSAIC WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE] [Rental Property; Renting of real estate property; 108 Blacks Drive Greenville, SC 29615; Start Date 05/2016; Role/Title: Property Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-12 |
Reach out to this advisor