Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-12-13 |
| VA | RA | APPROVED | 2001-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Emporia | VA | 05/1999 | Present |
| Guardian Life Insurance Co Of America | Emporia | VA | 01/2006 | Present |
1. Meherrin River Arts Council-President, Start: 06/01/1985, Address: P.O. Box 845 Emporia, VA 23847, Hrs per month - Tot/Bus: 10/2, Not investment related, 2. Main Street United Methodist Men-Officer, men's organization through the church for fellowship and donations for missions, Start: 01/24/2017, Address: 500 South Main Street Emporia, VA 23847, Hrs per month - tot/bus: 3/1, Not investment related, 3. Benefits Administration Services Company, Inc.-President - Human Resource services for two group clients as it relates to employee benefits,. Start: 04/01/1994, Address: 306 South Main Street Emporia, VA 23847, 2 bus hrs per month, Not investment related, 4. Rental Property-Lease part of the office building we own, Start: 01/01/2010, Address: 306 South Main Street Emporia, VA 23847, 1 non bus hr per month, Investment related, 5. Trustee and executor for spouse, Start: 04/08/2021, Address: 306 South Main Street Emporia, VA 23847, 6 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation, 6. Fountain Creek Solar-Represent my wife's trust in this project., Start: 04/08/2021, Address: 405 Laurel Street Emporia, VA, 2 total hours per month; 2 during securities trading hours, Not investment related, More than 10% annual compensation, 7. Timber Sales-Family owns land & periodically sells timber, Start: 08/29/2023, Address: 405 Laurel Street Emporia, VA, 23847, 1 total hour per month; 1 during securities trading hours, Not investment related, Greater than 10% Annual Compensation, 8. Wilson Clary & Associates-DBA, Start: 01/01/2023, Address: 306 South Main Street Emporia, VA 23847, 2 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-19 |
Reach out to this advisor