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 |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-20 |
| NE | RA | APPROVED | 2025-04-15 |
| MO | RA | APPROVED | 2024-09-11 |
| VT | RA | APPROVED | 2024-03-27 |
| CA | RA | APPROVED | 2023-05-31 |
| DC | RA | APPROVED | 2023-03-24 |
| DE | RA | APPROVED | 2023-02-07 |
| IL | RA | APPROVED | 2023-01-20 |
| GA | RA | APPROVED | 2023-01-19 |
| CO | RA | APPROVED | 2023-01-17 |
| MT | RA | APPROVED | 2023-01-17 |
| VA | RA | APPROVED | 2023-01-10 |
| MD | RA | APPROVED | 2023-01-09 |
| OR | RA | APPROVED | 2023-01-06 |
| NJ | RA | APPROVED | 2022-12-09 |
| CT | RA | APPROVED | 2022-12-01 |
| PA | RA | APPROVED | 2022-02-08 |
| LA | RA | APPROVED | 2021-07-20 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2020-10-27 |
| FL | RA | APPROVED | 2020-04-02 |
| NC | RA | APPROVED | 2019-07-25 |
| MA | RA | APPROVED | 2017-01-24 |
| SC | RA | APPROVED | 2016-07-15 |
Branch Locations
11600 Sunrise Valley Drive Suite 100, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Pittsford | NY | 02/2016 | 09/2017 |
| Guardian Life Insurance Company Of America | Pittsford | NY | 02/2016 | 09/2017 |
| Guardian Life Insurance Company | Rochester | NY | 09/2017 | 04/2022 |
| Park Avenue Securities | Rochester | NY | 09/2017 | 04/2022 |
| Guardian Life Insurance | Pittsford | NY | 04/2022 | 07/2026 |
| Park Avenue Securities | Pittsford | NY | 04/2022 | 07/2026 |
| Park Avenue Securities | Reston | VA | 07/2026 | Present |
| Guardian Life Insurance Company | Reston | VA | 07/2026 | Present |
1) Power of Attorney-wife, Start: 07/06/2021, Address: N/A, 0 total hours per month, Not Investment related, No annual compensation, 2) Financial Growth Partners, LLC, Start: 5/30/2024, Address: 12110 Sunset Hills Road, Suite 340, Reston, Virginia 20190, 200 total hours per month; 130 during securities trading hours, Investment related, No Annual Compensation, 3) Insurance Business Outside of Guardian, Start: 7/26/2024, Address: 12110 Sunset Hills Road, Suite 340, Reston, Virginia 20190, 1 total hour per month; 0 during securities trading hours, Investment related, Less than 10% Annual Compensation, 4) George Mason University-Patriot Club Advisory Board, Start: 10/15/2025, Address: MS 3A5 4400 University Dr. Fairfax, VA 22030, 1 total hour per month; 0 during securities trading hours, Not Investment related, No Annual Compensation, 5) Campfire Culture LLC-Life Coaching, Start: 4/21/2025, Address: 15267 Sky Valley Drive, Haymarket, VA 20169, 3 total hours per month; 0 during securities trading hours, Not Investment related, Less than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-24 |
Reach out to this advisor