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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-21 |
| NY | RA | APPROVED | 2025-01-05 |
| CT | RA | APPROVED | 2024-12-17 |
| VA | RA | APPROVED | 2023-01-25 |
| TX | RA | APPROVED_RES | 2022-07-28 |
| WY | RA | APPROVED | 2022-01-07 |
| PA | RA | APPROVED | 2021-11-15 |
| FL | RA | APPROVED | 2021-11-12 |
| CA | RA | APPROVED | 2020-10-26 |
| WI | RA | APPROVED | 2020-09-11 |
| KY | RA | APPROVED | 2020-07-10 |
| NV | RA | APPROVED | 2020-07-06 |
| MA | RA | APPROVED | 2020-01-07 |
| MN | RA | APPROVED | 2018-10-19 |
| MI | RA | APPROVED | 2013-03-28 |
| IN | RA | APPROVED | 2011-08-10 |
| IL | RA | APPROVED | 2006-04-13 |
Branch Locations
350 South Northwest Highway Suite 338, Park Ridge, IL 60068 • United States
Chicago, IL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Rosemont | IL | 03/2012 | 01/2023 |
| Park Avenue Securities Llc | Rosemont | IL | 03/2012 | 01/2023 |
| Guardian Life Insurance | Park Ridge | IL | 01/2023 | Present |
| Park Avenue Securities | Park Ridge | IL | 01/2023 | Present |
| Guardian Life Insurance Company | Chicago | IL | 06/2024 | Present |
| Park Avenue Securities | Chicago | IL | 06/2024 | Present |
1. Advanced Strategies & Design, LLC - DBA-Designing wealth accumulation and preservation strategies,. Start: 10/15/2010, Address: 350 S. Northwest Highway, Suite 300 Park Ridge, IL 60068, 240 total hours per month; 120 during securities trading hours, Investment related, More than 10% annual compensation, 2) 1727 - 29 W. Farwell Avenue Building, LLC-owner of a 7-unit apartment building, Start: 08/09/2019, Address: 1727-29 W. Farwell Ave. Chicago, IL 60626, 5 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-10 |
Reach out to this advisor