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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-27 |
| NC | RA | APPROVED | 2023-05-30 |
| CA | RA | APPROVED | 2023-01-19 |
| MD | RA | APPROVED | 2021-11-23 |
| PA | RA | APPROVED | 2021-02-11 |
| NY | RA | APPROVED | 2021-02-09 |
Branch Locations
69 Monroe Avenue, Pittsford, NY 14534 • United States
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rochester Institute Of Technology | Rochester | NY | 10/2002 | 10/2020 |
| Guardian Life Insurance Company | Rochester | NY | 11/2020 | 04/2022 |
| Park Avenue Securities | Rochester | NY | 11/2020 | 04/2022 |
| Guardian Life Insurance | Pittsford | NY | 04/2022 | Present |
| Park Avenue Securities | Pittsford | NY | 04/2022 | Present |
| Guardian Life Insurance Company | Rochester | NY | 06/2024 | Present |
| Park Avenue Securities | Rochester | NY | 06/2024 | Present |
1. Freelance marketing communications/Independent Contractor, Address: 17 Old Westfall Drive, Rochester, NY 14625,. Start Date: 08/03/2015, NUMBER OF HOURS PER MONTH AND NUMBER OF HOURS DURING NORMAL BUSINESS HOURS: 5/3, Non-Investment Related, 2. Trustee-Palmer Family Trust, Start date: 01/01/2006, Address: 17 Old Westfall Drive Rochester, NY 14625, .1 total hours per month, 0 during securities trading hours, Not investment related, No annual compensation, 3) Syracuse University Alumni Club of Rochester, Finance Chair-Maintain budget for the club, report on expenses and accounts, Start date: 07/01/2024, Address: 200 Walnut Place Syracuse, NY 13244, 2 total hours per month; 1 during securities trading hours, Investment related, No annual compensation, 4) Power of Attorney Samuel Shaub-uncle, Start date: 09/15/2019, Address: 17 Old Westfall Drive, Rochester, NY 14625, 0 total hours per month; Investment related, No annual compensation, 5) Secondary Power of Attorney Jonathan Palmer-brother, Start date: 01/07/2016, Address: 17 Old Westfall Drive, Rochester, NY 14625, 0 total hours per month; Not investment related, No annual compensation, 6) Insurance other than Guardian, Start date: 08/01/2025, Address: 69 Monroe Avenue, Rochester, NY 14534, 5 total hours per month; 5 during securities trading hours, Investment related, More than 10% annual compensation, 7) Executor-mother, Start date: 04/04/2018, Address: 17 Old Westfall Drive, Rochester, NY 14625, 0 total hours per month, Not Investment related, No annual compensation, 8) Executor and POA-son, Start date: 09/11/2025, Address: 17 Old Westfall Drive, Rochester, NY 14625, 0 total hours per month, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
Reach out to this advisor