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 |
|---|---|---|---|
| NV | RA | APPROVED | 2026-08-18 |
| UT | RA | APPROVED | 2026-06-23 |
| CT | RA | APPROVED | 2026-03-02 |
| SD | RA | APPROVED | 2024-09-20 |
| KS | RA | APPROVED | 2024-08-08 |
| HI | RA | APPROVED | 2024-07-12 |
| NC | RA | APPROVED | 2024-04-26 |
| MD | RA | APPROVED | 2024-02-13 |
| MA | RA | APPROVED | 2024-01-24 |
| FL | RA | APPROVED | 2023-06-05 |
| MT | RA | APPROVED | 2022-10-07 |
| MI | RA | APPROVED | 2022-10-03 |
| WY | RA | APPROVED | 2022-03-30 |
| PA | RA | APPROVED | 2022-03-23 |
| OH | RA | APPROVED | 2021-12-14 |
| NY | RA | APPROVED | 2021-04-16 |
| AL | RA | APPROVED | 2020-07-10 |
| NJ | RA | APPROVED | 2020-03-03 |
| IN | RA | APPROVED | 2020-01-03 |
| VA | RA | APPROVED | 2019-10-29 |
| TX | RA | APPROVED | 2019-08-28 |
| AZ | RA | APPROVED | 2019-07-22 |
| CA | RA | APPROVED | 2019-03-07 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
San Diego, CA • United States
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 |
|---|---|---|---|---|
| Us Marine Corps Reserves | San Diego | CA | 04/2008 | Present |
| Guardian Life Insurance | San Diego | CA | 03/2015 | Present |
| Park Avenue Securities | San Diego | CA | 03/2016 | Present |
| Guardian Life Insurance Company | San Diego | CA | 06/2024 | Present |
| Park Avenue Securities | San Diego | CA | 06/2024 | Present |
1. Outside Insurance-Work with companies outside of Guardian to satisfy clients' desires/needs, Start: 03/01/2018, Address: 15373 Innovation Dr Ste 100 San Diego CA 9212, Hrs per month - tot/bus: 5/4, Investment related, 2) Kim and Danielle Mahoney Family Trust, Start: 09/01/2004, Address: 16750 Quietwood Lane San Diego CA 92127, 0 total hours per month, Investment related, No annual compensation, 3) Exit Planning Institute San Diego Chapter-Board Member, Start: 02/16/2024, Address: n/a, 8 total hours per month; 6 during securities trading hours, Not investment related, No annual compensation, 4) Volunteer Advisor to Owners in Honor Veteran Charity Board, Start: 01/01/2025, Address: 448 W 19th St APT 113, Houston, TX 77008, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-13 |
Reach out to this advisor