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 | 2025-02-19 |
| CA | RA | APPROVED | 2021-10-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Glendale | CA | 07/2013 | Present |
| New York Life Insurance | Glendale | CA | 08/2012 | Present |
| Eagle Strategies Llc | Glendale | CA | 10/2021 | Present |
| Blue Cedar Financial And Insurance Solutions | Glendale | CA | 10/2023 | Present |
| Clear Compass Financial And Insurance Services | Glendale | CA | 05/2025 | Present |
| Syndicus Financial & Insurance Services Llc | Glendale | CA | 08/2025 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 801 N. Brand Blvd Penthouse Suite Glendale, CA 91203; Start Date 09/2020; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Rental Property; Investment Property. Rental income property; 7742 Bakman Ave Sun Valley, CA 91352; Start Date 11/2021; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF BLUE CEDAR FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (GLENDALE, CA); START DATE: 10/2023] [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] [OPERATING UNDER THE DBA NAME OF CLEAR COMPASS FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (GLENDALE, CA); START DATE: 05/2025] [OPERATING UNDER THE DBA NAME OF Syndicus Financial & Insurance Services LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Associate; (GLENDALE, CA); START DATE: 08/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-08 |
Reach out to this advisor