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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
3040 Post Oak Blvd Suite 1150, Houston, TX 77056 • United States
Spring, TX • 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 |
|---|---|---|---|---|
| Identity Automation | Houston | TX | 01/2016 | 03/2018 |
| Unemployed | Houston | TX | 03/2018 | 11/2018 |
| Massmutual Texas Gulf Coast | Houston | TX | 11/2018 | 11/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2019 | 01/2023 |
| Northwestern Mutual Investment Services Llc | Houston | TX | 07/2020 | 01/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2021 | 01/2023 |
| Guardian Life Insurance Company | Houston | TX | 01/2023 | Present |
| Park Avenue Securities | Houston | TX | 03/2023 | Present |
| Guardian Life Insurance Company | Spring | TX | 06/2024 | Present |
| Park Avenue Securities | Spring | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-12 |
Reach out to this advisor