Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-04 |
| NY | RA | APPROVED | 2025-06-04 |
Branch Locations
535 Fifth Avenue 13Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Irvington | NY | 09/2022 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Irvington | NY | 09/2022 | 10/2023 |
| Anthem | New York | NY | 05/2018 | 03/2019 |
| Fresenius Medical Care North America | New York | NY | 07/2016 | 05/2018 |
| Massachusetts Mutual Life Insurance Co | Tarrytown | NY | 06/2019 | 08/2022 |
| Appreciation Llc | New Jersey | NJ | 11/2019 | 04/2020 |
| Fortis Lux Financials | Tarrytown | NY | 06/2019 | 08/2022 |
| Unemployed | Bronx | NY | 04/2019 | 05/2019 |
| Guardian Life Insurance | New York | NY | 03/2022 | 04/2024 |
| Park Avenue Securities | New York | NY | 04/2024 | Present |
| Guardian Life Insurance | New York | NY | 04/2024 | Present |
It is for my Medicare insurance business. It is called WellSure Group LLC. It is not investment related. WellSure Group, LLC Business Address: 5700 Arlington Ave, 10D Bronx, NY 10471 Position : Founder/ CEO I have had the name a few years now but never used it for my Medicare business. I just contracted with my Medicare insurance carriers 2/24 under the business name and only under my main carrier. It is not the primary focus of my business so it is for the residual income and when clients are referred to me. It helps to generate business to my planning business. It is enroll retired clients into a Medicare health insurance plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-25 |
Reach out to this advisor