Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Glen Allen | VA | 04/2014 | Present |
| New York Life Insurance Co. | Glen Allen | VA | 11/2013 | Present |
| Car Care Detailers | Richmond | VA | 05/2008 | Present |
| Associated Insurance Systems | Richmond | VA | 12/2012 | 08/2019 |
| Jovial Financial, Llc | Richmond | VA | 02/2020 | Present |
| Eagle Strategies Llc | Richmond | VA | 11/2021 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; 1811 DEBBIE LANE, RICHMOND, VA 23222; INDEPENDENT BROKER; SINCE 11/2012; 20 HOURS PER MONTH] [Rental Property; 1811 Debbie Lane, Richmond, VA 23222; Start Date 06/2018; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Property and Casualty Sales; Sell property and casualty insurance for a p&c insurance brokerage through Rodney Cole Insurance and through Associated Insurance Systems Services Inc; 8052 Elm Drive, Suite D Mechanicsville, Virginia 23111; Start Date 07/2019; Role/Title: Independent Contractor; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JOVIAL FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; RICHMOND, VA; START DATE: 02/2020] [Jovial Properties LLC; purchasing real estate properties and land for the purpose of selling at later date after value increases; 1120 N. 24th Street Richmond VA 23223; Start Date 01/2021; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours;purchasing of the property and conducting repairs] [Rental Property - 419 Porterville St; Purchased a real estate property to use as an investment property with my father; 419 Porterville St. Petersburg VA 23803; Start Date 07/2024; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Rent property out to a tenant]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-25 |
Reach out to this advisor