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 |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-09 |
| OH | RA | APPROVED | 2024-04-19 |
| WA | RA | APPROVED | 2024-02-14 |
| NC | RA | APPROVED | 2024-01-19 |
| CO | RA | APPROVED | 2022-10-21 |
| CA | RA | APPROVED | 2021-01-07 |
| MA | RA | APPROVED | 2018-07-09 |
| FL | RA | APPROVED | 2018-04-23 |
| SC | RA | APPROVED | 2018-02-06 |
| PA | RA | APPROVED | 2016-11-30 |
| TX | RA | APPROVED | 2015-04-13 |
Branch Locations
15303 North Dallas Parkway Tower Ii Suite 550, Addison, TX 75001 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Addison | TX | 05/2014 | Present |
| Park Avenue Securities Llc | Addison | TX | 08/2014 | Present |
| Guardian Life Insurance Company | Mckinney | TX | 06/2024 | Present |
| Park Avenue Securities | Mckinney | TX | 06/2024 | Present |
1. Insurance Products Other Than Guardian-When clients are not underwritten by Guardian, I would work to get them underwritten with other companies, Start: 05/15/2014, Address: 15303 N. Dallas Parkway Suite 550; Addison, Texas 75001, 1 bus hour per month, Investment related, >10% annual compensation, 2) Sleep well homes LLC- LLC created for single family rentals, Start: 02/06/2012, Address: 2909 Opal Ct McKinney TX 75071, 0 total hours per month 0 during securities trading hours, Investment related, No annual compensation, 3) Executor for Estate of Kathleen Rennie (My Mother), Start: 11/07/2024 Address: 2909 Opal Ct McKinney TX 75071, 2 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-23 |
Reach out to this advisor