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 | 2012-10-08 |
Branch Locations
5005 Lyndon B Johnson Fwy Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
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 | Bethesda | MD | 09/2012 | Present |
| New York Life Insurance Company | Bethesda | MD | 09/2012 | Present |
| Eagle Strategies Llc | Bethesda | MD | 09/2012 | Present |
| Advanced Financial Strategies, Inc. | Reston | VA | 02/2014 | 12/2016 |
| Maven Financial | Leesburg | VA | 06/2017 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 08/2012] [OPERATING UNDER THE DBA NAME OF MAVEN FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LEESBURG, VA; START DATE: 06/2017]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-23 |
Reach out to this advisor