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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
2400 E Katella Ave Suite 800, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Woodland Hills | CA | 08/2018 | Present |
| New York Life Insurance Company | Woodland Hills | CA | 01/2018 | Present |
| Unemployed | Anaheim | CA | 11/2017 | 01/2018 |
| Mediamix 365 | Santa Ana | CA | 07/2014 | 11/2017 |
| Core Financial Wealth & Insurance Solutions, Llc | Orange | CA | 08/2025 | Present |
| Eagle Strategies Llc | Anaheim | CA | 07/2026 | Present |
[OPERATING UNDER THE DBA NAME OF CORE FINANCIAL WEALTH & INSURANCE SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ORANGE, CA); START DATE: 08/2025][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2400 E Katella Ave. Suite 800 Anaheim, CA 92806; Start Date 06/2024; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 4 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
Reach out to this advisor