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 |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Life Insurance Co | Chevy Chase | MD | 01/1986 | Present |
| Nylife Securities Inc. | Bethesda | MD | 05/1988 | Present |
| Alpha Solutions Group | Stevensville | MD | 07/2020 | Present |
I OWN A CHARTER FISHING BOAT, LEAD DOY CHARTERS, ON WHICH I TAKE OUT CLIENTS AND FRIENDS. THEY PAY FOR EXPENSES ON THE TRIPS, TAKEN ON WEKENDS. I AM LICENSED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSES OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. [Upper Bay Charter Captain's Association; Organization for Charter Boat Captains. Meet to discuss Department of Natural Resource Rules and the effect on their business; 110 Pier One Road, Stevensville, MD 21666; Start Date 11/2019; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ALPHA SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; STEVENSVILLE, MD; START DATE: 07/2020]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-04 |
Reach out to this advisor