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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-29 |
| WA | RA | APPROVED | 2007-08-09 |
Branch Locations
10885 Ne 4Th St Suite 1400, Bellevue, WA 98004 • 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 |
|---|---|---|---|---|
| Eagle Strategies, Llc | Seattle | WA | 11/2017 | Present |
| New York Life Ins. Co. | Seattle | WA | 08/1988 | Present |
| Nylife Securities Inc. | Bellevue | WA | 08/1993 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 11/2004] [First Church of Christ, Scientist, Mercer Island; Assist in conducting the operating needs of my church: paying bills, overseeing projects, hiring musicians, overseeing managing of finances by the treasurer; 2864 77th Ave SE, Mercer Island WA 98040; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; Working with other board members, treasurer in managing the affairs of the church. Preparing for quarterly membership meetings]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-18 |
Reach out to this advisor