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 |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-06 |
| NC | RA | APPROVED | 2022-05-04 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2018-08-15 |
| NJ | RA | APPROVED | 2017-06-22 |
| SC | RA | APPROVED | 2015-04-20 |
| CT | RA | APPROVED | 2013-09-18 |
Branch Locations
800 Westchester Avenue 4Th Floor Suite N409, Rye Brook, NY 10573 • United States
Palm Beach Gardens, FL • 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 |
|---|---|---|---|---|
| Park Avenue Securities | Rye Brook | NY | 04/2007 | 02/2023 |
| Guardian Life Insurance Company | Rye Brook | NY | 09/1997 | 02/2023 |
| Guardian Life Insurance Company | Boynton Beach | FL | 02/2023 | 11/2023 |
| Park Avenue Securities | Boynton Beach | FL | 02/2023 | 11/2023 |
| Guardian Life Insurance Company | Rye Brook | NY | 11/2023 | Present |
| Park Avenue Securities | Rye Brook | NY | 11/2023 | Present |
| Guardian Life Insurance Company | Palm Beach Gardens | FL | 06/2024 | Present |
| Park Avenue Securities | Palm Beach Gardens | FL | 06/2024 | Present |
1. Health insurance agent- I have helped a few small business clients obtain health insurance coverage, Start: 04/01/1992, Address: 6 Deer Ridge Road Bedford Corners, NY 10549, 1 bus hr per month, Investment related, 2. Insurance-Life, Fixed annuity, LTC, DI, Start: 12/14/2015, Address: 6 Deer Ridge Road Bedford Corners, NY 10549, 3 bus hrs per month, Investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-04 |
Reach out to this advisor