Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-27 |
| NY | RA | APPROVED | 2021-08-02 |
Branch Locations
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-06 |
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
640 Johnson Ave. Ste. 102, Bohemia, NY 11716 • United States
Jupiter, FL • 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 |
|---|---|---|---|---|
| Employee Benefit Planners | E Islip | NY | 11/1981 | Present |
| Connecticut Mutual Life Ins Company | Woodbury | CT | 01/1985 | Present |
| Great American Advisors, Inc. | Cincinnati | OH | 02/2005 | Present |
| Lincoln Investment | East Islip | NY | 08/2010 | Present |
MANHATTAN LIFE POSITION: Independent Contrator NATURE: Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2016 ADDRESS: 929 W. Sprague Avenue, Spokane WA 99210, United States DESCRIPTION: Selling Fixed Annuities LIFE AND HEALTH ASSOCIATES POSITION: Independent contractor NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2001 ADDRESS: 31 Parsonage Way, Manalapan NJ 07726, United States DESCRIPTION: Meeting with clients to complete the proper data gathering to see what the appropriate insurance solution is NEST EGG BUILDERS POSITION: Independent Contractor Sales NATURE: Life/fixed annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2000 ADDRESS: Route 22 Hopewell Junction N.Y., Hopewell Junction, New York NY 12533, United States DESCRIPTION: Through normal client contact, phone calls general discussion
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-24 |
Reach out to this advisor