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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-15 |
| NY | RA | APPROVED | 2021-04-16 |
| OR | RA | APPROVED | 2018-08-24 |
| VT | RA | APPROVED | 2014-01-29 |
| CT | RA | APPROVED | 2013-04-26 |
| FL | RA | APPROVED | 2011-10-03 |
| NJ | RA | APPROVED | 2011-09-30 |
Branch Locations
777 Third Ave Suite 1703, New York, NY 10017 • United States
Brookyln, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | New York | NY | 08/2010 | Present |
| Guardian Life | New York | NY | 01/2010 | Present |
| Park Avenue Securities | Brookyln | NY | 06/2024 | Present |
| Guardian Life Insurance Company | Brookyln | NY | 06/2024 | Present |
1. Insurance Outside of Guardian- sell insurance products with outside carriers to clients. Start: 08/31/2009, Nature: Insurance sales, Address: c/o Wealth Advisory Group LLC 777 Third Avenue Ste 1703 New York, NY 10017, Duties: Independent Contractor, 20 total hrs per month; 20 during securities trading hours, Investment related, 2) Mitchell Coopersmith LLC-established to pay my assistant a salary, Start: 11/01/2024, Address: 2086 E 22nd St, Brooklyn, NY 11229, 1 total hour per month; 1 during securities trading hours, Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-19 |
Reach out to this advisor