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 | 2020-10-14 |
| MA | RA | APPROVED | 2018-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 07/2013 | Present |
| New York Life Insurance Co | Waltham | MA | 05/2013 | Present |
| Eagle Strategies Llc | Waltham | MA | 03/2018 | Present |
| Hayward Financial, Llc | Middleton | MA | 06/2019 | Present |
| Fairway Group, Llc | Middleton | MA | 05/2024 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 189 N Main St Suite 204 Middleton MA 01949; Start Date 11/2016; Role/Title: Insurance Broker; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HAYWARD FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MIDDLETON, MA; START DATE: 06/2019] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (MIDDLETON, MA); START DATE: 05/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-23 |
Reach out to this advisor