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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-13 |
| CO | RA | APPROVED | 2025-05-20 |
| MS | RA | APPROVED | 2025-05-20 |
| WA | RA | APPROVED | 2025-02-13 |
| IA | RA | APPROVED | 2022-12-12 |
| RI | RA | APPROVED | 2022-08-01 |
| FL | RA | APPROVED | 2022-05-02 |
| GA | RA | APPROVED | 2022-01-20 |
| PA | RA | APPROVED | 2021-03-24 |
| AL | RA | APPROVED | 2020-11-06 |
Branch Locations
3500 Blue Lake Drive Suite 220, Birmingham, AL 35243 • United States
Birmingham, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Birmingham | AL | 10/2013 | Present |
| Park Avenue Securities | Birmingham | AL | 10/2015 | Present |
| Guardian Life Insurance Company | Birmingham | AL | 06/2024 | Present |
| Guardian Life Insurance Company | Birmingham | AL | 06/2024 | Present |
1. President of Greater Crestwood Inc.- neighborhood association group, Start: 08/01/2022, Address: 5700 7th Ave S, Birmingham, AL 35212, 2 total hours per month; 0 during securities trading hours, Not Investment related, No annual compensation, 2. Outside Insurance-Ash Brokerage, Start: 08/01/2025, Address: 3500 Blue Lake Drive, Suite 220 Birmingham, AL 35243, 2 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation, 3)IronSpark Studios-consultant, Nature of Business: animation and media studio, Start date: 04/01/2026, Address: 5232 6th Ave S, Birmingham, AL 35212, Duties: oversee and help with the internal operations of the company. Managing the CRM, internal pipeline, keeping to timelines, logistics, internal meetings. 8 total hours per month; 5 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-26 |
Reach out to this advisor