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 | 2026-02-18 |
| FL | RA | APPROVED | 2026-02-18 |
| MS | RA | APPROVED | 2026-02-18 |
| NJ | RA | APPROVED | 2026-02-18 |
| NY | RA | APPROVED | 2024-01-03 |
| VA | RA | APPROVED | 2022-01-24 |
| MO | RA | APPROVED | 2018-07-24 |
| PA | RA | APPROVED | 2011-04-07 |
| TX | RA | APPROVED_RES | 2007-10-30 |
| OH | RA | APPROVED | 2002-02-07 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
4150 Belden Village St Nw Suite 301, Canton, OH 44718 • United States
4700 Dressler Rd Nw, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company | Beachwood | OH | 12/1994 | Present |
| Park Avenue Securities Llc | Beachwood | OH | 05/1999 | Present |
1. 3MJ, LLC Commercial Real Estate Investment, Start: 02/01/2010, Address: 1655 Berkshire Road, Gates Mills, Ohio 44040, 0 hrs per month, Investment related, 2. Finance Committee for Matt Dolan for State Senator, Being a member of a campaign to elect a state senator, Start: 04/15/2015, Address: No physical address, Hrs per month - tot/bus: 5/2, Not investment related, 3. The Roddy Group, Inc., Start Date: 10/5/1993, Address: 24500 Chagrin Blvd., 2nd floor, Beachwood OH 44122, 5 total hours per month; 1 hour during securities trading, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-03 |
Reach out to this advisor