Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-07-12 |
| TX | RA | APPROVED_RES | 2014-01-17 |
| VA | RA | APPROVED | 2010-02-04 |
| FL | RA | APPROVED | 2009-01-23 |
| NJ | RA | APPROVED | 2009-01-15 |
Branch Locations
10001 Tamiami Trail North Suite 205-217, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campuspeak Inc | Aurora | CO | 06/2001 | Present |
| Guardian Life Insurance Co Of America | Fort Myers | FL | 01/2008 | Present |
| Park Avenue Securities Llc | Fort Myers | FL | 01/2008 | Present |
| Guardian Life Insurance Co Of America | Naples | FL | 09/2025 | Present |
| Park Avenue Securities Llc | Naples | FL | 09/2025 | Present |
1. Doctors Asset Group-DBA , Start: 05/01/2012, Address; 14021 Metropolis Ave Fort Myers, Fl 33912 239-561-2900, 40 bus hrs per month, Investment related, 2. Faculty Medical Students-provide regular programs discussing the financial side of medicine. Discuss the importance of looking at an individual's financial world comprehensively,. Start: 05/01/2008, Address: Gulf Coast Hospital 13681 Doctor?s Way Fort Myers, FL 33912, 2 non bus hrs per month, Not investment related, 3) Soul Purpose Institute-consultant/coach to people in the financial services industry, Start: 08/01/2020, Address: 95 Canal Landing, Suite 7, Rochester, NY 14626, 10 total hours per month 10 during securities trading hours, Not investment related, Less than 10% annual compensation, 4) Baycrest Financial-name only to manage my commissions for tax purposes, Start: 03/01/2021, Address: 14380 Riva Del Lago Drive Unit 602 Fort Myers, FL 33907, 5 total hours per month 5 during securities trading hours, Investment related, Less than 10% annual compensation, 5) Baycrest Consultants LLC, Start: 04/01/2024, Address: 14380 Riva Del Lago Drive Unit 602 Fort Myers, FL 33907, 5 total hours per month; 5 during securities trading hours, Not Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-31 |
Reach out to this advisor