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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-16 |
| UT | RA | APPROVED | 2026-04-22 |
| CT | RA | APPROVED | 2026-03-18 |
| IN | RA | APPROVED | 2026-01-16 |
| KS | RA | APPROVED | 2025-03-10 |
| SC | RA | APPROVED | 2024-08-12 |
| HI | RA | APPROVED | 2024-04-12 |
| NJ | RA | APPROVED | 2024-01-26 |
| IL | RA | APPROVED | 2023-04-11 |
| NC | RA | APPROVED | 2022-01-10 |
| WA | RA | APPROVED | 2021-11-22 |
| TX | RA | APPROVED_RES | 2021-11-15 |
| MA | RA | APPROVED | 2021-11-02 |
| VA | RA | APPROVED | 2021-08-26 |
| OH | RA | APPROVED | 2021-06-30 |
| NY | RA | APPROVED | 2021-04-16 |
| PA | RA | APPROVED | 2020-07-07 |
| MD | RA | APPROVED | 2020-06-15 |
| CO | RA | APPROVED | 2019-08-06 |
| CA | RA | APPROVED | 2018-05-22 |
| GA | RA | APPROVED | 2015-04-27 |
| FL | RA | APPROVED | 2014-03-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Maitland | FL | 08/2013 | Present |
| Park Avenue Securities Llc | Maitland | FL | 08/2013 | Present |
1) Outside life DI LTC insurance sales-Sell Insurance products,. Start: 09/23/2013, Address: 543 N. Wymore Rd. Suite 101. Maitland, FL 32751, 30 non bus hrs per month, Investment related, 2) Board Advisory-Holistic Environmental Stewardship Foundation, Start: 05/28/2015, Address: 465 Kapahulu Ave Apt 3J Honolulu, HI 96815, 2 total hours per month; 2 hours during securities trading, Non Investment related, No Annual Compensation, 3) All In Together-Business Planning, Start: 01/01/2016, Address: 7 Brian Lane; Palm Coast, FL 32137, 1 total hour per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 4) SmartWealth LLC-Managing Member of LLC, Start: 01/04/2022, Address: 543 N .Wymore Rd suite 101 Maitland, Fl. 32751, 8 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 5) UCF College-Dean Advisory Board, Start: 01/22/2024, Address: 12494 University Blvd Orlando, FL 32816, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 6) Personal Representative-managing the affairs of a deceased friend, Start: 08/1/2024, Address: 543 N. Wymore Rd. suite 101 Maitland, FL 32751, .30 total hour per month; 0 during securities trading hours, Not investment related, No Annual Compensation, 7) Upstream Education for All-Board Member, Start: 2/19/2025, Address: 5900 Balcones Drive Suite 100 Austin, TX 78731, 1 total hour per month; 0 during securities trading hours, Not investment related, No Annual Compensation, 8) Standing in your Corner-Board Member, Start: 4/22/2025, Address: 3565 Jupiter Blvd SE Ste 2 Palm Bay, Florida 32909, 1 total hour per month; 0 during securities trading hours, Not investment related, No Annual Compensation, 9) Two Write Love on Her Arms-Board Member, Start: 07/24/2025, Address: Virtual, 1 total hour per month; 0 during securities trading hours, Not investment related, No Annual Compensation, 10) Board Member & community advocate-Holocaust Center, Start Date: 4/28/2026, Nature: Charitable organization, Address: 851 N Maitland Ave Maitland FL 32751, Duties: Providing insight on how to improve the organization, 1 total hr/month; 0 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-02 |
Reach out to this advisor