Best Investors
Account
Sign in
Best Investors
Account
Sign in
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-06 |
| NJ | RA | APPROVED | 2025-01-06 |
| NY | RA | APPROVED | 2023-11-01 |
| NC | RA | APPROVED | 2023-11-01 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Guardian Life Ins | Woodbury | NY | 04/2016 | 03/2021 |
| Park Avenue Securities | Woodbury | NY | 06/2016 | 03/2021 |
| Guardian Life Insurance Company | Melville | NY | 03/2021 | 10/2023 |
| Park Avenue Securities | Melville | NY | 03/2021 | 10/2023 |
| Bull Harbor Capital, Llc | Bethesda | MD | 10/2023 | Present |
1. Sports Official-Umpiring for youth baseball, Start: 04/01/2016, Address: 71 Clinton Rd Garden City NY 11530, 12 non business hrs per month, Not investment related, 2. Baseball Umpire-Umpiring youth baseball, Start: 04/01/2016, Address: 57 N Suffolk Dr Rocky Point NY 11778, 8 non bus hrs per month, Not investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-18 |
Reach out to this advisor