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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-17 |
| VT | RA | APPROVED | 2024-05-14 |
| MI | RA | APPROVED | 2022-11-07 |
| PA | RA | APPROVED | 2021-07-12 |
| NY | RA | APPROVED | 2021-04-16 |
| MD | RA | APPROVED | 2020-08-27 |
| VA | RA | APPROVED | 2019-01-09 |
| OH | RA | APPROVED | 2018-08-29 |
| NJ | RA | APPROVED | 2016-10-27 |
| FL | RA | APPROVED | 2016-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Manasquan | NJ | 03/2015 | Present |
| Park Avenue Securities Llc | Manasquan | NJ | 04/2015 | Present |
1. Tax Preparation Services-I will help clients, friends, and family with the preparation of their tax returns, Start: 06/10/2015, Address: 1 Buckingham Dr Ocean, NJ 07712, 15 total hours per month; 5 during securities trading hours, Not investment related Less than 10% annual compensation, 2. CPC Behavioral Healthcare Golf Committee-I am part of a non-profit golf committee. Start: 06/17/2019, Address: 10 Industrial Way East, STE 108 Eatontown, NJ 07724, 2 total hours per month; 5 during securities trading hours, Not investment related, No annual compensation, 3) Outside Insurance Sales, Start: 08/01/2025, Address: 2111 Route 34 South, Suite 100 Wall Twp NJ 07719, 12 total hours per month; 12 during securities trading hours, Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-29 |
Reach out to this advisor