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 |
|---|---|---|---|
| MA | RA | APPROVED | 2004-02-09 |
Branch Locations
201 Jones Road 5Th Floor, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 10/1995 | Present |
| Nylife Securities Llc | Waltham | MA | 10/1995 | Present |
| Eagle Strategies Llc | Waltham | MA | 02/2004 | Present |
[THE JULIE FUND; PRESIDENT; NON-PROFIT; NON INVESTMENT RELATED; PO BOX 620 NEWTIN MA, 10 HOURS PER MONTH ON ACTIVITY; START DATE 06/2005][McAvinn Opportunity fund, LLC.; passive investing-public/private company stock and real estate; 49 Fiske Rd Wellesl [RESEARCH AGENCIES GROUP; TREASURER; START DATE 2/2013; 1 HOUR PER MONTH WITH 1 DURING SECURITIES HOURS; 201 JONES RD 5TH FLOOR WALTHAM MA 02451; LIMRA BASED STUDY GROUP] [Pepin Capital Management Tax-Advantaged Income Fund, LP; Investment; 151Bodman Pl Suite 100 Red Bank NJ 07701; Start Date 07/2023; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-25 |
Reach out to this advisor