Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-06 |
| DC | RA | APPROVED | 2025-07-21 |
| SC | RA | APPROVED | 2025-07-09 |
| CA | RA | APPROVED | 2024-03-27 |
| GA | RA | APPROVED | 2024-02-01 |
| FL | RA | APPROVED | 2021-07-06 |
| MI | RA | APPROVED | 2021-05-11 |
| AZ | RA | APPROVED | 2021-02-02 |
| MN | RA | APPROVED | 2021-01-06 |
| IL | RA | APPROVED | 2020-05-13 |
| IA | RA | APPROVED | 2019-09-24 |
| WI | RA | APPROVED | 2017-04-10 |
Branch Locations
8010 Excelsior Drive Suite 200, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Madison | WI | 12/2012 | Present |
| Mml Investors Services, Llc | Middleton | WI | 03/2017 | Present |
| Guardian Life Insurance Co Of America | Madison | WI | 04/2017 | Present |
| Park Avenue Securities, Llc | New York | NY | 04/2017 | Present |
1. Outside fixed insurance sales I may occasionally sell non-guardian insurance related products Start: 05/02/2017 Address: 8010 Excelsior Dr Suite 200 Madison WI 53717 1 bus hr per month Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-31 |
Reach out to this advisor