Best Investors
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-09-30 |
| VA | RA | APPROVED | 2021-04-21 |
| NC | RA | APPROVED | 2017-07-27 |
| GA | RA | APPROVED | 2003-01-13 |
| FL | RA | APPROVED | 2001-04-30 |
Branch Locations
1700 Summit Lake Drive Suite 200, Tallahassee, FL 32317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co. | Tallahassee | FL | 06/1990 | Present |
| Park Avenue Securities Llc | Tallahassee | FL | 05/1999 | Present |
1. Advisor Inner Circle-Marketing amd positioning best practices for Financial Advisors and Insurance Professionals Start: 01/01/2010 Address: 3664 Coolidge Court - Tallahassee, FL 32311 1 bus hr per month Not investment related 2. Information Products - Book, CD's, DVD's-sell my Book, CD's, and DVD's. Start: 01/01/2003 Address: 3664 Coolidge Court - Tallahassee, FL 32311 5 bus hrs per month Not investment related 3. SPEAKING ENGAGEMENTS-Sometimes I speak for Guardian general agencies, associations or other public events for a fee Start: 01/01/1992 Address: 3664 Coolidge Court - Tallahassee, FL 32311 1 bus hr per month Not investment related 4. The Secure Retirement Method-My proprietary process for helping clients understand the importance of planning for their retirement Start: 08/01/2003 Address: 3664 Coolidge Court Tallahassee, FL 32311 20 bus hrs per month Not investment related 5. Jackson National-Offering Jackson National fixed annuities to clients since Jackson National is no longer available through IUS. Start: 01/01/2015 Address: 3664 Coolidge Court Tallahassee, FL 32311 3 bus hrs per month Investment related 6. Mortgage I hold-I hold a mortgage on the home I grew up in Start: 07/20/2018 Address: 2537 Perry St Westville, FL 32464 0 hrs per month Investment related 7. Springtime Tallahassee Board, Start: 4/1/2025, Nature: volunteer-led nonprofit organization, Address: 114 E 5th Ave Tallahassee, FL 32303, Duties: Parliamentarian, my job is to keep board on track with Roberts Rules of order, 2 total hrs/month; 2 during securities trading hours, Not Investment Related, 8. The Town Club of Tallahassee, Start: 7/15/2026, Nature: nonprofit social/community organization, Address: 4021 Brandon Hill Dr. Tallahassee, FL 32309, Duties: President/ Meet quarterly to discuss menu & entertainment, 1.5 total hrs/month; 0 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-29 |
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