Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-04-17 |
| IL | RA | APPROVED | 2026-02-17 |
| CO | RA | APPROVED | 2026-02-16 |
| CA | RA | APPROVED | 2026-01-26 |
| HI | RA | APPROVED | 2026-01-26 |
| OR | RA | APPROVED | 2026-01-26 |
| WA | RA | APPROVED | 2026-01-26 |
| FL | RA | APPROVED | 2026-01-09 |
Branch Locations
5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035 • United States
St Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | St Petersburg | FL | 06/2026 | Present |
| Guardian Life Insurance | St Petersburg | FL | 06/2026 | Present |
| Guardian Life Insurance | Clermont | FL | 06/2022 | 06/2026 |
| Park Avenue Securities | Clermont | FL | 05/2025 | 06/2026 |
| Marin Academy High School | San Rafael | CA | 05/2014 | 05/2018 |
| Chapman University | Orange | CA | 05/2018 | 05/2022 |
| Westpac Wealth Partners | Clermont | FL | 05/2022 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
Reach out to this advisor