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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-02 |
| NC | RA | APPROVED | 2023-04-13 |
| AZ | RA | APPROVED | 2021-09-16 |
| NY | RA | APPROVED | 2021-04-16 |
| NH | RA | APPROVED | 2020-04-27 |
| ME | RA | APPROVED | 2017-09-14 |
| CT | RA | APPROVED | 2012-02-22 |
| FL | RA | APPROVED | 2011-04-25 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Chestnut Hill, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Womens Worth | Brookline | MA | 06/1996 | Present |
| The Lampert Advisory Group | Chestnut Hill | MA | 11/2008 | Present |
| Guardian Life Insurance Company | Boston | MA | 02/2011 | Present |
| Park Avenue Securities | Boston | MA | 09/2011 | Present |
| Guardian Life Insurance Company | Chestnut Hill | MA | 06/2024 | Present |
| Park Avenue Securities | Chestnut Hill | MA | 06/2024 | Present |
1. FINRA Arbitrator-act as panelist hearing cases that are submitted to FINRA under the binding arbitration clauses for employees and clients of FINRA firms, Start: 04/15/1996, Address: N/A, 3 bus hrs per month, Not investment related, 2. Organizational Consulting and Executive Coaching-consult to companies and their management on organizational change and behavior, Start: 01/01/1997, Address: 93 Risley Road Chestnut Hill, MA 02467, Hrs per month - Tot/Bus: 5/3, Not investment related, 3. Teaching at Brookline High School Community and Adult Education-give talks and courses at this Adult Education organization at the public high school, Start: 10/01/2019, Address: 115 Greenough Street Brookline, MA 02445, 1 non bus hr per month, Not investment related, 4. Brookline Symphony Orchestra-Trustee Start: 12/08/2022, Address: Brookline, MA 02445, 2 total hours per month; 0 during security trading hours, Not investment related, No annual compensation, 5) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance, Start date: 09/25/2025, Address: 160 Gould Street Needham, MA, Duties: Insurance other than Guardian 2 total hours per month; 2 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1979-07-25 |
Reach out to this advisor