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 |
|---|---|---|---|
| OH | RA | APPROVED | 2018-01-03 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
Bay Village, OH • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Westlake | OH | 03/2015 | 12/2017 |
| Guardian Life Insurance Company | Beachwood | OH | 11/2017 | Present |
| Park Avenue Securities | Beachwood | OH | 01/2018 | Present |
| Guardian Life Insurance Company | Bay Village | OH | 06/2024 | Present |
| Park Avenue Securities | Bay Village | OH | 06/2024 | Present |
1. Notary Public, State of Ohio, Start Date: 8/1/2024, Address: 608 Brooke Lane, Bay Village, OH 44140, 2 total hours per month; 2 during securities trading, Not Investment Related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-23 |
Reach out to this advisor