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 |
|---|---|---|---|
| AR | RA | APPROVED | 2024-01-23 |
| FL | RA | APPROVED | 2020-08-19 |
Branch Locations
1700 Summit Lake Drive Suite 200, Tallahassee, FL 32317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Tallahassee | FL | 07/1997 | Present |
| Park Avenue Securities Llc | Tallahassee | FL | 05/1999 | Present |
1) Rental Real estate-real estate for rental purposes to generate passive income. Start Date: 7-13-20 Address: 172 Country Club Dr. Crawfordville, FL 32327 2 Total hours per month 0 during securities trading hours Investment related < 10% annual compensation 2) Director Homeowners Association, Start Date:03/01/2022, Address: P.O. Box 1701 Crawfordville, FL 32326, 3 Total hours per month; 0 during securities trading hours, Not Investment related, No annual compensation, 3) Wife's Trust Related Services, Start Date: 5/1/23, Address: 172 Country Club Dr., Crawfordville, FL 32327, 1 Total hour per month: 1 during securities trading hours, Not Investment Related, No annual compensation, 4) Insurance other than offered by Guardian, Nature: Insurance Sales, Start Date: 5/18/26, Address: 1700 Summit Lake Dr Tallahassee Fl 32317, Duties: Independent Contrator selling insurance other than Guardian, 1 Total hour per month; 1 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-09 |
Reach out to this advisor