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 | 2022-07-07 |
| NY | RA | APPROVED | 2021-08-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Ny Life Ins Co. | Syracuse | NY | 10/1986 | Present |
| Nylife Securities Inc. | Fairport | NY | 10/1987 | Present |
| Eagle Strategies Corp. | Fairport | NY | 07/1999 | Present |
| H&H Financial Group | Trumansburg | NY | 10/2012 | Present |
[I BROKER HEALTH INSURANCE AND SOME LIFE INSURANCE WITH SSA AND BISYS. I SPEND ABOUT 2-3 HOURS A WEEK ON THIS, I RECEIVE ABOUT $3,000 - $4,000 IN COMMISSIONS]; [H&H FINANCIAL GROUP DBA USED FOR SALES OF PRODUCTS NOT OFFERED BY NEW YORK LIFE; 2 HOURS PER WEEK, $12000 PER YEAR; 1 OLD MAIN STREET, TRUMANSBURG, NY 14886] [H SQUARED PARTNERS, LLC; COMMERCIAL RENTAL PROPERTY; 1 WEST OLD MAIM ST., TRUMANSBURG, NY 14886; Start Date 01/2024; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-08 |
Reach out to this advisor