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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2020-04-29 |
| VT | RA | APPROVED | 2020-04-29 |
| NJ | RA | APPROVED | 2017-06-30 |
Branch Locations
26 Century Hill Drive Suite 301, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Latham | NY | 09/2014 | Present |
| Nyl - Wealth Strategies Group | Latham | NY | 06/2013 | 03/2020 |
| Eagle Strategies Llc | Latham | NY | 06/2017 | 03/2020 |
| Eagle Strategies Llc | Latham | NY | 03/2020 | Present |
| New York Life Insurance Co | Latham | NY | 03/2020 | Present |
| Wealth Strategies Group | Latham | NY | 04/2020 | 08/2026 |
| Wealth Strategies Group Llc | Latham | NY | 08/2026 | Present |
[OPERATING UNDER THE DBA NAME OF WEALTH STRATEGIES GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; LATHAM, NY; START DATE: 08/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-31 |
Reach out to this advisor