Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-05 |
| WA | RA | APPROVED | 2026-02-05 |
Branch Locations
910 E. Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
San Francisco, CA • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | San Francisco | CA | 07/2010 | 12/2017 |
| Mml Investors Services | San Francisco | CA | 04/2011 | 12/2017 |
| The Prudential Insurance Co. Of America | Walnut Creek | CA | 01/2018 | 08/2021 |
| Pruco Securities, Llc | Walnut Creek | CA | 01/2018 | 08/2021 |
| Massmutual Life Insurance Company | San Francisco | CA | 08/2021 | 02/2022 |
| Mml Investors Services Llc | San Francisco | CA | 09/2021 | 02/2022 |
| Redwood Credit Union | San Francisco | CA | 03/2022 | 11/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2022 | 11/2022 |
| Unemployed | San Francisco | CA | 11/2022 | 04/2023 |
| Guardian Life Insurance Company | San Francisco | CA | 05/2023 | 11/2023 |
| Park Avenue Securities | San Francisco | CA | 06/2023 | 11/2023 |
| Guardian Life Insurance Company | Campbell | CA | 11/2023 | Present |
| Park Avenue Securities | Campbell | CA | 11/2023 | Present |
| Guardian Life Insurance Company | San Francisco | CA | 06/2024 | Present |
| Park Avenue Securities | San Francisco | CA | 06/2024 | Present |
Name: Outside insurance sales Start Date: 05/25/2023 Address: 910 E. Hamilton, Campbell, CA 10 Total hours per month and 10 total hours during securities trading hours Investment related Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-30 |
Reach out to this advisor