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 | 2017-05-26 |
| NM | RA | APPROVED | 2008-11-07 |
Branch Locations
6565 Americas Pkwy Ne Suite 300, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Albuquerque | NM | 02/1999 | Present |
| Nylife Securities Inc. | Albuquerque | NM | 02/1999 | Present |
| Eagle Strategies Llc | Albuquerque | NM | 11/2008 | Present |
| Jfl Financial P.C. | Albuquerque | NM | 10/2010 | Present |
| Jay F Livingston, Certified Financial Planner | Albuquerque | NM | 10/2010 | Present |
[OPERATING UNDER THE DBA NAME OF JFL FINANCIAL P.C. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 6565 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE, NM 87110; START DATE: 10/2010] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 2/2008] [Rental Property; Second home part time rental; 455 Sheol St. Unit 104 Durango, CO 81301; Start Date 12/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [Windward Charters, LLC ; Looking to purchase a boat with a friend and put it in an LLC to manage the expenses and succession of the ownership. This would be for personal use only and would not be a revenue generating venture. ; 1323 Loma del Cielo, Corrales, NM 87048; Start Date 09/2023; Role/Title: Partner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-03 |
Reach out to this advisor