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 |
|---|---|---|---|
| IA | RA | APPROVED | 2025-11-05 |
| IL | RA | APPROVED | 2025-04-18 |
| AZ | RA | APPROVED | 2023-04-10 |
| MI | RA | APPROVED | 2022-12-07 |
| GA | RA | APPROVED | 2022-05-31 |
| MT | RA | APPROVED | 2022-05-26 |
| NJ | RA | APPROVED | 2022-05-26 |
| NY | RA | APPROVED | 2022-05-25 |
| OR | RA | APPROVED | 2021-08-09 |
| NC | RA | APPROVED | 2020-02-12 |
| FL | RA | APPROVED | 2020-02-10 |
| MD | RA | APPROVED | 2020-02-07 |
| OH | RA | APPROVED | 2020-02-07 |
| ID | RA | APPROVED | 2020-01-16 |
| CO | RA | APPROVED | 2019-01-23 |
| NE | RA | APPROVED | 2018-10-23 |
| MA | RA | APPROVED | 2018-01-17 |
| CA | RA | APPROVED | 2017-07-13 |
| TX | RA | APPROVED | 2015-12-16 |
Branch Locations
6000 Western Place Suite 120, Fort Worth, TX 76107 • United States
Aledo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Ft Worth | TX | 12/2014 | Present |
| Park Ave Securities | Ft Worth | TX | 04/2015 | Present |
| Guardian Life Insurance Company | Aledo | TX | 06/2024 | Present |
| Park Avenue Securities | Aledo | TX | 06/2024 | Present |
1 Tarrant County Bar Association-Association for attorneys and associates that work closely with the legal community. Maintain a high standard for the legal community, Start: 01/01/2002, Address: 1315 Calhoun St., Fort Worth TX 76102, 3 bus hrs per month, Not investment related, 2. Outside Insurance Products-Appointed to sell products, Start: 01/02/2017, Address: Various, 0 total hours per month, Less than 10% annual compensation, Investment related, 3. Harriet Jay Bartley Residuary Trust-trustee Start: 08/28/2023, Address: PO Box 1046, Aledo, TX 76008, .5 total hour per month, .2 during securities trading hours, Investment related, Less than 10% annual compensation, 4. 707 The District LLC, Rental Property, Start: 02/14/2024, Address: PO Box 1046, Aledo, TX 76008 .5 total hour per month, .2 during securities trading hours, No annual compensation, Investment related, 5. 805 The District LLC, Rental Property, Start: 02/14/2024, Address: PO Box 1046, Aledo, TX 76008 1 total hour per month, 1 during securities trading hours, No annual compensation, Investment related, 6. Voss Farms LLC, Vacant Land, Start: 05/22/2024, Address: PO Box 1046, Aledo, TX 76008 0 total hours per month, No annual compensation, Investment related, 7. Voss Holdings WP LLC, Own Land, Start: 05/22/2024, Address: PO Box 1046, Aledo, TX 76008, 1 total hour per month, 1 during securities trading hours, No annual compensation, Investment related, 8) Community Healthcare of Texas-Board of Directors, Nature of Business: Non-profit hospice, Start date: 06/01/2025, Address: 6100 Western Place, Suite 105 Fort Worth, TX 76107, Duties: review financials and confirm the direction of the non-profit Hospice, .5 total hours per month; .5 during securities trading hours, Not investment related, 9) Voss Farm HAM, LLC-sole member, Nature of Business: entity to hold ranch property , Start date: 04/01/2026, Address: TBD N Us Hwy 281, Hamilton TX 76531, Duties: Sole Member and Trustee of the Trust, 10 total hours per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-18 |
Reach out to this advisor