Best Investors
Account
Sign in
51 Madison Avenue, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-11 |
Branch Locations
New Orleans, LA • United States
51 Madison Avenue, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lyft | San Francisco | CA | 09/2017 | 12/2017 |
| Crossfit Exclamation | Burlington | MA | 11/2015 | 04/2017 |
| Self-Employed | Burlington | MA | 03/2009 | 10/2017 |
| New York Life Insurance Co. | Waltham | MA | 12/2017 | 04/2019 |
| Nylife Securities Llc | Waltham | MA | 02/2018 | 04/2019 |
| Advisory Group Equity Services, Ltd. | Woburn | MA | 04/2019 | 04/2019 |
| Life Solutions Group | Danvers | MA | 11/2019 | 04/2020 |
| Savings Bank Mutual Life Insurance Company Of Massachusetts | Wobrun | MA | 04/2020 | 02/2022 |
| Amundi Distributor Us, Inc. | Boston | MA | 02/2022 | 12/2024 |
| Self - Personal Training | Burlington | MA | 04/2019 | 11/2019 |
| Invesco | Atlanta | GA | 12/2024 | 07/2026 |
| New York Life Investment Management | New Orleans | LA | 08/2026 | Present |
Personal Trainer; 2113 Audubon Street B New Orleans, LA; 5 hours per month not during normal business hours. Strongman Champions League; 382 De La Croisetier Nord Saint Jean Sur Richelieu Quebec, Canada; competing in international strongman competitions; 10 hours per month not during normal business hours. Self-Documentary Producer; filming complete, produced 2 screenings; 0 hours per month. Self-Music Production; producing music for streaming platforms; 6 hours per month not during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-28 |
Reach out to this advisor