Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-12 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
300 Westage Business Center Drive Ste 190, Fishkill, NY 12524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Wappingers Falls | NY | 01/2010 | 03/2022 |
| Bagsandessentials | Yorktown Heights | NY | 11/2016 | Present |
| Bankers Life | Fishkill | NY | 03/2022 | Present |
| Bankers Life Securities | Fishkill | NY | 03/2022 | Present |
| Bankers Life Advisory Services | Fishkill | NY | 03/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Life & Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2010 ADDRESS: 300 Westage Business Center Dr #190, Fishkill NY 12524, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. BAGSANDESSENTIALS POSITION: online business with my husband NATURE: online drop shipping business for bags. No products are stored.. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2016 ADDRESS: online (home address), 3133 Poplar St, Yorktown Heights NY 10598, United States DESCRIPTION: My husband is the main active participant. I spend on average 2 hours on the weekends. BESMATCH REAL ESTATE POSITION: Salesperson NATURE: Real Estate Organization that helps sellers and buyers with their real estate needs.. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2011 ADDRESS: 4627 White Plains Rd, Bronx NY 10470, United States DESCRIPTION: To help sellers list their home for sale, or help buyers purchase a new home.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-01 |
Reach out to this advisor