Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-02 |
| VA | RA | APPROVED | 2015-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2014 | Present |
SELLING TRADITIONAL OR FIXED INSURANCE PRODUCTS (INCLUDING HEALTH AND DISABILITY INSURANCE) ON BEHALF OF ISSUERS OR CARRIERS OTHER THAN EQUITABLE AND OTHER THAN THOSE ISSUERS OR CARRIERS WHOSE PRODUCTS MAY BE SOLD THROUGH EQUITABLE NETWORK, LLC, PROVIDED SUCH ACTIVITY IS NOT INCONSISTENT WITH THE TERMS OF THE ASSOCIATE'S AGREEMENT WITH THE COMPANY AND NOT OTHERWISE PROHIBITED BY THE COMPANY.08/01/2015 Anthem General agency Health annual compensation 5500 08/31/2017 Minnesota Life General agency Indexed Universal Life Less than $10,000 per year12/03/2018 H&R Block (Multiple Locations) Tax Preparer 24 hours per month $1,100.00 monthlyAS OF 12/18/2018, IS A TAX PREPARER FOR MARLYN JONES, CPA, WHO IS A TRUSTED ADVISOR WITH EQUITABLE ADVISORS. MARLYN JONES, LLC - 14410 SOMMERVILLE COURT, MIDLOTHIAN, VA 23113. 80HRS/MONTH. DBA: HERITAGE FINANCIAL GROUP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-05 |
Reach out to this advisor