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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-30 |
| PA | RA | APPROVED | 2026-01-09 |
| IA | RA | APPROVED | 2025-10-22 |
| CT | RA | APPROVED | 2025-09-25 |
| WA | RA | APPROVED | 2025-09-25 |
| WY | RA | APPROVED | 2025-09-25 |
| HI | RA | APPROVED | 2025-02-06 |
| MN | RA | APPROVED | 2025-02-06 |
| OH | RA | APPROVED | 2024-10-01 |
| CA | RA | APPROVED | 2024-09-30 |
| IL | RA | APPROVED | 2024-09-30 |
| NV | RA | APPROVED | 2024-09-30 |
| NY | RA | APPROVED | 2024-09-30 |
| NC | RA | APPROVED | 2024-09-30 |
| SC | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-30 |
| CO | RA | APPROVED | 2024-09-13 |
Branch Locations
24500 Chagrin Blvd Suite 200, Beechwood, OH 44122 • United States
Aurora, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc. | Canton | OH | 08/2013 | 09/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2013 | 09/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2018 |
| Cliftonlarsonallen Wealth Advisors, Llc | Greenwood Village | CO | 09/2018 | 02/2021 |
| Facet Wealth | Baltimore | MD | 02/2021 | 09/2024 |
| Guardian Life Insurance Company | Aurora | CO | 09/2024 | Present |
| Park Avenue Investment Advisory | Aurora | CO | 09/2024 | Present |
| Park Avenue Securities | Aurora | CO | 09/2024 | Present |
| Park Avenue Investment Advisory | Beechwood | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-23 |
Reach out to this advisor