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 |
|---|---|---|---|
| MN | RA | APPROVED | 2021-11-30 |
| OH | RA | APPROVED | 2019-05-20 |
| CO | RA | APPROVED | 2018-10-22 |
| WI | RA | APPROVED | 2018-10-22 |
Branch Locations
8010 Excelsior Drive Suite 200, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Madison | WI | 12/2013 | Present |
| Park Avenue Securities | Madison | WI | 09/2014 | Present |
1. Insurance Sales-Selling non-Guardian insurance products, Start: 09/01/2014, Address: 8010 Excelsior Dr Suite 200 Madison, WI 53717, 5 total hours per month; 5 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Waunakee Chamber of Commerce- Board of Directors, Start: 09/07/2021, Address: 100 E Main Street Waunakee, WI 53597, 2 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation, 3) Financial Power of Attorney - Wife, Start Date: 3/21/2023, Address: N/A, 0 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 4) CJFA, LLC-Established for payroll purposes to pay intern over summer, Start Date: 05/30/2025, Address: 8010 Excelsior Drive Ste 200 Madison, WI 52717, .25 total hours per month; .25 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-09 |
Reach out to this advisor