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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-12 |
| MD | RA | APPROVED | 2023-10-04 |
| PA | RA | APPROVED | 2023-09-08 |
| NJ | RA | APPROVED | 2023-06-23 |
| FL | RA | APPROVED | 2022-07-20 |
| MI | RA | APPROVED | 2021-08-04 |
| CA | RA | APPROVED | 2019-05-15 |
| MA | RA | APPROVED | 2018-05-31 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bulfinch Group | Needham | MA | 10/2002 | Present |
| Guardian Life Insurance Co | Needham | MA | 02/2004 | Present |
| Park Avenue Securities | Needham | MI | 02/2004 | Present |
1. Insurance products outside of Guardian-Life, DI, LTC, GROUP HEALTH, Start: 01/02/2003, Address: 160 Gould Street, Suite 310 Needham, MA 02494, 5 bus hrs per month, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-27 |
Reach out to this advisor