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 |
|---|---|---|---|
| IA | RA | APPROVED | 2025-06-03 |
Branch Locations
Cedar Falls, IA • United States
604 Clay Street Suite 100, Cedar Falls, IA 50613 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2014 | 08/2022 |
| Edward Jones | St Louis | MO | 08/2022 | 04/2025 |
| Guardian Life Insurance Company | Cedar Falls | IA | 06/2025 | Present |
| Park Avenue Securities | Cedar Falls | IA | 06/2025 | Present |
1. Cedar Falls Business and Professional Women, Start: 06/10/2025, Address: PO BOX 1164, Cedar Falls, IA 50613 1.5 total hours per month;1 hour during securities trading hours, Investment related, 2. Insurance outside of Guardian, Nature: Insurance Sales, Start: 5/29/26, Address: 604 Clay St, Cedar Falls, IA 50613, Duties: Agent selling insurance outside of Guardian, 5 total hrs/month; 5 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
Reach out to this advisor