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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-17 |
| ME | RA | APPROVED | 2021-11-24 |
| RI | RA | APPROVED | 2021-08-19 |
| GA | RA | APPROVED | 2021-07-14 |
| NY | RA | APPROVED | 2021-04-16 |
| NH | RA | APPROVED | 2017-03-20 |
| CA | RA | APPROVED | 2016-11-16 |
| MA | RA | APPROVED | 2014-10-20 |
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 |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Needham | MA | 11/2011 | Present |
| Park Avenue Securities | Needham | MA | 03/2013 | Present |
1. Other Insurance-I represent insurance other than Guardian, Start: 01/01/2012, Address: 160 Gould Street Suite 310 Needham, MA 02494, Hrs per month - tot/bus: 2/1, Investment related, 2. ProVisors-ProVisors® is a community of professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. ProVisors promotes and enables relationship building, information sharing and collaboration among its members for the benefit of their clients and one another., Start: 08/06/2014, Address: 160 Gould Street Suite 310 Needham, MA 02494, Hrs per month - Tot/Bus: 4/1, Not investment related, 3.Executor of Estate of Mary Lou Furlong- Work with probate attorney at the time of my mother's death., Start: 11/03/2021, Address: 22 Shirley Rd Wellesley, MA 02482, 1 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-24 |
Reach out to this advisor