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 |
|---|---|---|---|
| NV | RA | APPROVED | 2022-09-22 |
| MD | RA | APPROVED | 2021-07-27 |
| CA | RA | APPROVED | 2016-04-14 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Folsom, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Roseville | CA | 01/2016 | 06/2024 |
| Park Avenue Securities | Roseville | CA | 04/2016 | 06/2024 |
| Guardian Life Insurance Company | Folsom | CA | 06/2024 | Present |
| Park Avenue Securities | Folsom | CA | 06/2024 | Present |
1. Insurance Sales-Broker, Sell Insurance other than Guardian, Start: 02/15/2018, Address: 1490 Stone Point Drive, Suite 100 Roseville, CA 95661, 5 total business hours per month, >1 during securities trading hours, Investment related, Less than 10% annual compensation, 2) POA for my Spouse, Start: 12/19/2019, Address: Folsom, CA, 0 total hours per month, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
Reach out to this advisor