Best Investors
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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
800 Westchester Avenue 4Th Floor Suite N409, Rye Brook, NY 10573 • United States
Mahopac, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategies For Wealth | Rye Brook | NY | 03/2009 | 01/2017 |
| Park Avenue Securities | Rye Brook | NY | 04/2009 | 01/2017 |
| Guardian Life Insurance | Armonk | NY | 01/2017 | 12/2021 |
| Park Avenue Securities | Armonk | NY | 01/2017 | 12/2021 |
| Guardian Life Insurance Company | Rye Brook | NY | 12/2021 | Present |
| Park Avenue Securities | Rye Brook | NY | 12/2021 | Present |
| Guardian Life Insurance Company | Mahopac | NY | 06/2024 | Present |
| Park Avenue Securities | Mahopac | NY | 06/2024 | Present |
1. Martial Arts Coach-Martial arts instruction, Start: 05/24/2013, Address: 2 Old Tomahawk St. Yorktown Hts, NY 10598, 30 non bus hrs per month, Not investment related, 2. Toastmasters International-This is a national organization that helps individuals develop their communication skills, I am an officer of the club because I am an active member. Start: 05/01/2012, Address: HDR 711 Westchester Ave. Suite 103 White Plains, NY 10604, 3 bus hrs per month, Not investment related, 3) Book Author- wrote a book that bridges life principles of martials arts and personal finance, Start: 06/19/2023, Address: 72 Vineland Road Mahopac, NY 10541, 1 total hour per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 4) Yorktown Chamber of Commerce board member-Board member, Start: 08/01/2023, Address: 650 Lee Blvd. J02A, Yorktown Heights, NY 10598, 2 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 5) Hudson Valley Christian Academy-treasurer, Start: 10/06/2023, Address: 531 Route 6N Mahopac, NY 10541, 2 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation, 6) Insurance Brokering-selling insurance products from outside insurance carriers, Start: 05/02/2025, Address: 800 Westchester Ave. Suite N409 Rye Brook, NY 10573, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-01 |
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