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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-03 |
| IN | RA | APPROVED | 2026-02-05 |
| NJ | RA | APPROVED | 2026-02-05 |
| WV | RA | APPROVED | 2025-10-23 |
| NH | RA | APPROVED | 2025-09-29 |
| NY | RA | APPROVED | 2025-09-24 |
| AL | RA | APPROVED | 2025-07-16 |
| UT | RA | APPROVED | 2025-07-15 |
| WA | RA | APPROVED | 2024-03-12 |
| MO | RA | APPROVED | 2023-09-19 |
| MN | RA | APPROVED | 2022-06-01 |
| OR | RA | APPROVED | 2022-03-10 |
| AZ | RA | APPROVED | 2022-02-25 |
| CO | RA | APPROVED | 2021-06-30 |
| GA | RA | APPROVED | 2021-03-26 |
| PA | RA | APPROVED | 2021-01-29 |
| OH | RA | APPROVED | 2020-12-10 |
| MA | RA | APPROVED | 2020-03-23 |
| VA | RA | APPROVED | 2019-03-20 |
| FL | RA | APPROVED | 2019-01-31 |
| CA | RA | APPROVED | 2018-08-07 |
| MD | RA | APPROVED | 2018-07-09 |
| TX | RA | APPROVED | 2018-01-12 |
| SC | RA | APPROVED | 2018-01-08 |
| NC | RA | APPROVED | 2018-01-03 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Charlotte | NC | 09/2017 | Present |
| Adhesion Wealth Advisor Solutions, Inc. | Charlotte | NC | 10/2013 | 08/2017 |
| Diamonds Direct | Charlotte | NC | 09/2014 | 01/2018 |
| Park Avenue Securities, Llc | Charlotte | NC | 10/2017 | Present |
1) Insurance Other Than Guardian-Independent broker for other insurance carriers outside of Guardian, Start: 01/31/2019, Address: 6115 Park South Drive, Ste 200 Charlotte, NC 28210, Hrs per month - tot/bus: 8/2, Investment related, 2) Rental Property-I own a condo in uptown Charlotte, NC and I rent it out full time, Start: 10/30/2016, Address: 767 N Alexander Street, Charlotte NC 28202, 0 hrs per month, Investment related, 3) POA, Discretionary Authority, Trustee/Executor for wife-POA for my wife within our will/legal documents,. Start: 05/30/2018, Address: N/A, 0 hrs per month, Not investment related, 4) Genesis Wealth Planning, LLC-Owner of LLC for DBA with Guardian/Park Avenue Securities, Start: 03/25/2020, Address: 7046 Chrysanthemum Road Lancaster, SC 29720, 40 bus hrs per month, Investment related, >10% Annual Compensation, 5) FPA Board Member-NexGen Board member for the Charlotte Chapter of the FPA group, Start: 03/16/2022, Address: 1290 Broadway Suite 1625 Denver, CO 80203 , 5 total hours per month; 5 during securities trading hours, Not investment related, No annual compensation, 6) Wingate University Alumni Advisory Board Member, Start: 10/13/2023, Address: 211 East Wilson Street Wingate, NC 28174, 5 total hours per month; 3 during securities trading hours, Not investment related, No annual compensation, 7) The American College of Financial Services NextGen Advisory Task Force, Start: 02/23/2024, Address: 630 Allendale Road, Suite 400, King of Prussia, PA 19406, 3 total hours per month; 3 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-14 |
Reach out to this advisor