Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-06-11 |
| TX | RA | APPROVED_RES | 2021-06-09 |
Branch Locations
300 Washington St Suite 300, Monroe, LA 71201 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2013 | 02/2021 |
| New York Life Insurance Co | Shreveport | LA | 04/2021 | Present |
| Nylife Securities Llc | Shreveport | LA | 04/2021 | Present |
| Eagle Strategies Llc | Monroe | LA | 06/2021 | Present |
[Knights of Columbus John C Marsh Assembly 329; Position of Faithful Navigator (the group's leader) for a 1-year term. Knights of Columbus is a religious fraternal organization that performs charitable service work in communities around the world.; 2701 Ferrand St Monroe LA 71201; Start Date 09/2017; Role/Title: Officer; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; preside at all meetings, install new members, confer with board members and, with the Comptroller, approve payments presented by the Purser.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 300 Washington St, Ste 300, Monroe, LA 71201; Start Date 01/2001; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; I sell, or have sold and serviced, insurance products issued by these companies.] [Rotary Club of Monroe; Rotary is dedicated to causes that build international relationships, improve lives, and create a better world to support our peace efforts and end polio forever. Locally, Rotary helps build up the communities through fellowship and projects.; PO Box 14634 Monroe, LA 71207; Start Date 07/2022; Role/Title: Officer; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; General club governance. Club Strategy. ][Ouachita Parish Poll Worker; Poll Worker/Election Worker-parish government entity-conducts voter identification and sign-in at the polling place and tabulates the result; reports this result to the Secretary of State. This is a neutral, non-partisan function.; Ouachita Parish Clerk of Court 301 S. Grand St Rm 104 Monroe, LA 71201; Start Date 09/2024; Role/Title: Commissioner; Not Investment Related; 14 hours per month; 8 hours per month during securities trading hours][Delta Facilities Corporation; Corporation was set up to purchase land and build the college campus in Monroe, LA. The college grounds and building is leased to the state for revenues which in-turn pay the bonded indebtedness issued to fund land purchase and construction; 1818 Avenue of Americas Monroe, LA 71201; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; administration of the lease, filing corporate documents and other normal administrative duties][JENEMERIC Properties, LLC - Dormant; 113 Copper Run Dr Monroe, LA 71203; Start Date 11/2016; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-06 |
Reach out to this advisor