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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-05 |
| AZ | RA | APPROVED | 2025-03-27 |
| MI | RA | APPROVED | 2024-11-04 |
| GA | RA | APPROVED | 2024-10-17 |
| RI | RA | APPROVED | 2024-04-11 |
| WA | RA | APPROVED | 2022-06-02 |
| ME | RA | APPROVED | 2021-12-07 |
| TX | RA | APPROVED_RES | 2021-11-12 |
| PA | RA | APPROVED | 2021-09-07 |
| SC | RA | APPROVED | 2021-08-12 |
| VT | RA | APPROVED | 2021-05-21 |
| UT | RA | APPROVED | 2021-05-18 |
| CO | RA | APPROVED | 2021-04-29 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2020-08-06 |
| NC | RA | APPROVED | 2020-08-05 |
| NH | RA | APPROVED | 2020-02-03 |
| CT | RA | APPROVED | 2020-01-07 |
| MA | RA | APPROVED | 2018-08-23 |
| IL | RA | APPROVED | 2018-06-25 |
| DC | RA | APPROVED | 2018-06-07 |
| NM | RA | APPROVED | 2018-06-01 |
| CA | RA | APPROVED | 2018-05-08 |
| MD | RA | APPROVED | 2018-05-08 |
| NJ | RA | APPROVED | 2018-05-08 |
| VA | RA | APPROVED | 2018-05-08 |
Branch Locations
468 Post Road East Suite C, Westport, CT 06880 • United States
437 Madison Avenue 29Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palisades Hudson Financial Group, Llc | Stamford | CT | 07/2014 | 06/2017 |
| Guardian Life Insurance Company | Rye Brook | NY | 07/2017 | 06/2024 |
| Park Avenue Securities | Rye Brook | NY | 09/2017 | 06/2024 |
| Guardian Life Insurance Company | New York | NY | 06/2024 | Present |
| Park Avenue Securities | New York | NY | 06/2024 | Present |
| Guardian Life Insurance Company | Westport | CT | 08/2025 | Present |
| Park Avenue Securities | Westport | CT | 08/2025 | Present |
1. Outside Insurance Sales-Independent Contractor, Start: 02/01/2018, Address: 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, Hrs per month - tot/bus: 2/1, Investment related; 2) P9 Holdings, LLC-I will be a partner in the investment and own a percentage of the LLC, Start: 07/08/2020, Address: 325 Romanock Rd, Fairfield, CT 06825, 4 total hours per month, 0 during securities training hours, Investment related, Less than 10% annual compensation; 3) Trustee for Ethan J. Meyer, Start: 12/31/2025, Address: 23 Ludlowe Road, Fairfield, CT 06824, 0 total hours per month, Not investment related, No annual compensation; 4) Trustee for Kesley B. Meyer, Start: 12/31/2025, Address: 23 Ludlowe Road, Fairfield, CT 06824, 0 total hours per month, Not investment related, No annual compensation; 5) Hilton Head, SC Short Term Rental Property-property on Hilton Head Island, SC for the purpose of renting out for income, Start: 05/21/2024, Address: 24 Cartgate Drive, Hilton Head, SC 29928, 1 total hours per month, 1 during securities training hours, Investment related, Less than 10% annual compensation;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-05 |
Reach out to this advisor