Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-03 |
| WA | RA | APPROVED | 2025-03-06 |
| MT | RA | APPROVED | 2023-05-05 |
| OR | RA | APPROVED | 2022-06-22 |
| TX | RA | APPROVED_RES | 2021-02-04 |
| FL | RA | APPROVED | 2019-08-12 |
| HI | RA | APPROVED | 2019-01-30 |
| NV | RA | APPROVED | 2018-09-06 |
| CO | RA | APPROVED | 2018-05-29 |
| SD | RA | APPROVED | 2017-03-29 |
| CA | RA | APPROVED | 2014-10-17 |
| NM | RA | APPROVED | 2014-10-17 |
Branch Locations
20 Bicentennial Circle Suite 100, Sacramento, CA 95826 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Sacramento | CA | 10/2014 | Present |
| Park Avenue Securities Llc | Sacramento | CA | 10/2014 | Present |
1. Sales of insurance products other than Guardian-Offering insurance products other than those offered by Guardian., Start: 10/17/2014, Address: 20 Bicentennial Cir Sacramento, CA 95826, 5 bus hrs per month, Investment related, 2. Limited Partnership Interests-Investment in Limited Partnerships for restaurant & real estate, Start: 07/01/2004, Address: Investment in 3 different limited partnerships...Becks Prime, Houston, TX (2 locations) Kramer Ranch, Sacramento, CA, 0 hrs per month, Investment related, 3. Limited partnership investment-Grammaropolis LP. Modern version of school house rock, grammar apps, animated videos of parts of speech to teach kids grammar in a fun & engaging way., Start: 07/01/2011, Address: Grammaropolis, Banks St, Houston, TX, 0 hrs per month, Investment related, 4. Rental property- Co-owner with her husband through Trust, Start: 08/02/2021, Address: 196O Windemere Ln, Sacramento, CA 95864, 0 hrs per month, Investment related, > 10% annual compensation, 5. Terrapin Management, S Corp created for tax purposes, Start: 05/17/2023, Address: 20 Bicentennial Cir, Ste 100 Sacramento, CA 95826, 0 hrs per month, Not Investment related, No annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-29 |
Reach out to this advisor