Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
| VA | RA | APPROVED | 2025-10-03 |
| MD | RA | APPROVED | 2024-12-20 |
| CT | RA | APPROVED | 2024-01-22 |
| PA | RA | APPROVED | 2023-02-02 |
| NY | RA | APPROVED | 2021-04-16 |
| AZ | RA | APPROVED | 2019-05-08 |
| SC | RA | APPROVED | 2019-01-30 |
| FL | RA | APPROVED | 2015-07-22 |
| HI | RA | APPROVED | 2011-05-05 |
| NJ | RA | APPROVED | 2007-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Wall | NJ | 11/2011 | 04/2022 |
| Park Avenue Securities Llc | Wall | NJ | 11/2011 | 04/2022 |
| Guardian Life Insurance Company | Red Bank | NJ | 04/2022 | 05/2023 |
| Park Avenue Securities | Red Bank | NJ | 04/2022 | 05/2023 |
| Guardian Life Insurance Company | Wall | NJ | 05/2023 | Present |
| Park Avenue Securities | Wall | NJ | 05/2023 | Present |
1. Sale of insurance other than Guardian products, Start: 11/18/2015 Address: 2111 Route 34, Wall Township, NJ 07719, 1 total business hour per month, 1 during securities trading hours, Less than 10% annual compensation Investment related, 2. Doviak Enterprises LLC-LLC set up to facilitate tax planning pertaining to various sources of 1099 income. It is an LLC filing as a partnership, and it's sole purpose is to segregate business expenses from personal expenses,. Start: 01/01/2019, Address: 2111 Route 34, Wall Township, NJ 07719, 1 total hour per month, 0 during securities trading hours, No annual compensation, Not investment related, 3. The Sandy Shores Trust-Managing trustee of The Sandy Shores Trust, Start: 06/19/2019, Address: 589 Baron St., Toms River, NJ 08753, 0 total business hours per month, No annual compensation, Not investment related, 4. JLD Advisory Inc.-was created in conjunction with Doviak Enterprises LLC in order to facilitate tax planning pertaining to various sources of 1099 income, Start: 12/01/2021, Address: 2111 Route 34, Wall Township, NJ 07719, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 5. PWS Group LLC, 25% Owner of LLC created to facilitate payroll and health insurance benefits for staff, Start: 10/18/2023, Address: 2111 Route 34 South, Wall, NJ 07719, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-01 |
Reach out to this advisor