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 |
|---|---|---|---|
| FL | RA | APPROVED | 2000-03-07 |
Branch Locations
5411 University Drive, Coral Springs, FL 33067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Ft Laud | FL | 07/1981 | Present |
| Nylife Securities Inc. | West Palm Beach | FL | 01/1984 | Present |
| Wealth Retention Group | Coral Springs | FL | 02/2007 | Present |
| Knights Benefits Group | Coral Springs | FL | 02/2007 | Present |
[OPERATING UNDER THE DBA NAME OF KNIGHT BENEFITS GROUP FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ROLE/TITLE: owner; 5411 UNIVERSITY DRIVE, coral springs FL 33027; start date 02/2007] [OPERATING UNDER THE DBA NAME OF WEALTH RETENTION GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 5411 UNIVERSITY DRIVE, coral springs FL 33027; start date 02/2007] [Rental Property; Receiving rental income for the office that is sublet in my office suite to an attorney.; 5411 University Drive, Ste. 204, Coral Springs, FL 33067; Start Date 09/2015; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-24 |
Reach out to this advisor