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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| IN | RA | APPROVED | 2026-03-25 |
| OH | RA | APPROVED | 2026-01-08 |
| NC | RA | APPROVED | 2025-03-28 |
| OR | RA | APPROVED | 2025-02-20 |
| AK | RA | APPROVED | 2025-01-28 |
| IL | RA | APPROVED | 2024-10-24 |
| CO | RA | APPROVED | 2024-10-22 |
| UT | RA | APPROVED | 2024-10-04 |
| CA | RA | APPROVED | 2024-09-25 |
Branch Locations
Providence, UT • United States
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
1 disclosure category 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 | Providence | UT | 05/2026 | Present |
| Park Avenue Securities | Providence | UT | 05/2026 | Present |
| One Pacific Financial | Irivine | CA | 06/2023 | 09/2024 |
| Mass Mutual Pacific Coast | Irvine | CA | 03/2023 | 06/2023 |
| Live Gracefully Productions | Roy | UT | 01/2021 | 04/2024 |
| Second Chance 4 Youth | Salt Lake City | UT | 08/2019 | 01/2021 |
| Elevation Church | Clearfield | UT | 12/2020 | 02/2021 |
| Quivers | Salt Lake City | UT | 05/2019 | 08/2019 |
| Wholives | South Jordan | UT | 05/2017 | 05/2019 |
| Officexyz/Viewarea | Provo | UT | 08/2016 | 05/2017 |
| Guardian Life Insurance | Irivine | CA | 09/2024 | 04/2026 |
| Park Avenue Securities | Irivine | CA | 09/2024 | 04/2026 |
| Guardian Life Insurance | Aliso Viejo | CA | 09/2024 | 04/2026 |
| Park Avenue Securities | Aliso Viejo | CA | 09/2024 | 04/2026 |
| Guardian Life Insurance | Logan | UT | 04/2026 | 05/2026 |
| Park Avenue Securities | Logan | UT | 04/2026 | 05/2026 |
1. Live Gracefully Productions, Songwriting, Performing, Music Production, Start: 10/01/2019, Address: 29 Vantis Dr., Aliso Viejo, CA, 92656, 20 total hours per month, 0 during securities trading hours, Less than 10% annual compensation, Not investment related, 2. Outside insurance sales, Start: 08/14/2023, Address: 29 Vantis Dr., Aliso Viejo, CA, 92656, 10 total hours per month, 10 during securities trading hours, Less than 10% annual compensation, Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-14 |
Reach out to this advisor