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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-04 |
| VT | RA | APPROVED | 2025-01-29 |
| NJ | RA | APPROVED | 2023-06-06 |
| WA | RA | APPROVED | 2022-11-01 |
| WI | RA | APPROVED | 2022-09-20 |
| CA | RA | APPROVED | 2021-09-10 |
| IL | RA | APPROVED | 2021-07-16 |
| NY | RA | APPROVED | 2021-04-16 |
| MS | RA | APPROVED | 2019-06-17 |
| WV | RA | APPROVED | 2018-10-12 |
| PA | RA | APPROVED | 2016-10-26 |
| CO | RA | APPROVED | 2015-12-10 |
| MA | RA | APPROVED | 2015-04-13 |
| MD | RA | APPROVED | 2015-02-20 |
| MI | RA | APPROVED | 2013-08-14 |
| NV | RA | APPROVED | 2012-05-18 |
| DC | RA | APPROVED | 2011-03-24 |
| AK | RA | APPROVED | 2006-12-12 |
| IN | RA | APPROVED | 2006-05-26 |
| VA | RA | APPROVED | 2005-03-23 |
| FL | RA | APPROVED | 2004-08-13 |
| OH | RA | APPROVED | 2004-06-25 |
| GA | RA | APPROVED | 2004-04-08 |
| SC | RA | APPROVED | 2004-04-02 |
| NC | RA | APPROVED | 2004-04-01 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Charlotte | NC | 04/2013 | Present |
| Park Avenue Securities Llc | Charlotte | NC | 05/1999 | Present |
| Cp Advisory Services, Inc. | Charlotte | NC | 11/1989 | Present |
1. RENTAL PROPERTY-Personally own property that produces rental income, Start: 01/01/1973, Address; 9812 Chatman Oaks Trail Charlotte, NC 28210, 10 non bus hrs per month, Investment related, >10% annual compensation, 2. Insurance other than Guardian, Start: 01/12/2015, Address: 6115 Park South Drive Ste 200 Charlotte NC 28210, 40 total hours per month; 20 hours during securities trading, Investment related, Greater than 10% annual compensation, 3. Trustee of the Jeffrey D. Howard Revocable trust, Start: 01/23/2018, Address: 9812 Chatham Oaks Trail Charlotte, NC 28210, 0 hrs per month, Investment related, 4. JDH INVESTMENTS, LLC LLC holds real estate investment property only. Start: 01/01/2018 Address: 9812 Chatham Oaks Trail Charlotte, NC 20210 10 bus hrs per month Investment related >10% annual compensation 5. NJ, LLC-Part owner of LLC. This holds investment property and real estate. For liability protection purposes, Start: 01/01/2018, Address: 4812 Chatham Oaks Tr Charlotte, NC 28210, 10 bus hrs per month, Investment related, >10% annual compensation, 6. CJN, LLC LLC which holds investment property and investment real estate, Start: 01/01/2015, Address: 4812 Chatham Oaks Trail Charlotte, NC 28210, 10 bus hrs per month, Investment related, >10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-12 |
Reach out to this advisor