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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
| MT | RA | APPROVED | 2025-12-01 |
| MI | RA | APPROVED | 2025-05-06 |
| NJ | RA | APPROVED | 2025-04-24 |
| GA | RA | APPROVED | 2024-12-26 |
| MO | RA | APPROVED | 2024-08-28 |
| MA | RA | APPROVED | 2023-01-31 |
| KS | RA | APPROVED | 2022-08-08 |
| CA | RA | APPROVED | 2021-09-23 |
| NC | RA | APPROVED | 2021-08-09 |
| NY | RA | APPROVED | 2021-04-16 |
| WA | RA | APPROVED | 2021-02-16 |
| VA | RA | APPROVED | 2019-05-31 |
| SC | RA | APPROVED | 2019-05-06 |
| FL | RA | APPROVED | 2019-04-17 |
| PA | RA | APPROVED | 2019-04-09 |
Branch Locations
69 Monroe Avenue, Pittsford, NY 14534 • United States
600 Delaware Avenue, Buffalo, NY 14202 • United States
Victor, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Pittsford | NY | 04/2014 | 09/2017 |
| Park Ave Securities | Pittsford | NY | 07/2014 | 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 | Present |
| Park Avenue Securities | Pittsford | NY | 04/2022 | Present |
| Guardian Life Insurance Company | Victor | NY | 07/2026 | Present |
| Park Avenue Securities | Victor | NY | 07/2026 | Present |
1) Business Development Representative-Business Development for the tax planning firm Tax Strategy Pro, Start date: 01/14/2022, Address: 69 Monroe Ave Pittsford, NY 14534, 10 total hours per month; 1 during securities trading hours, Not Investment related, Less than 10% annual compensation, 2) Rental Property: 3338 N. Plum Pt Rd., Himrod, NY 14842, Start date: 3/1/23, Address: 3338 N. Plum Pt Rd., Himrod, NY 14842, 2 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 3) Rental Property LLC-single member LLC formed for purchase and ownership of rental properties, Start date: 11/01/2023, Address: 3338 N. Plum Pt Rd., Himrod, NY 14842, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 4) Rental Property-Florida, Start date: 07/01/2022, Address: 3015 Sentell St The Villages, FL 32163, 0 total hours per month, Investment related, Less than 10% annual compensation, 5) Insurance Outside Guardian-place insurance business outside of Guardian when Guardian is not the best fit for the client, Start date: 01/01/2025, Address: 69 Monroe Ave Pittsford, NY 14534, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-14 |
Reach out to this advisor