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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-03 |
| MA | RA | APPROVED | 2013-06-10 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Townshend, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Needham | MA | 04/2013 | Present |
| Park Avenue Securities | Needham | MA | 04/2013 | Present |
| Guardian Life Insurance Company | Townshend | MA | 06/2024 | Present |
| Park Avenue Securities | Townshend | MA | 06/2024 | Present |
1. Outside Life, DI, LTC Occasional life, DI, LTC business outside of Guardian. Start: 01/01/2004 Address: N/A Hrs per month - tot/bus: 10/8 Investment related >10% annual compensation 2. Own 3 Rental Properties-Properties produce regular rental income. Start: 08/01/1999 Address:29 Old Billerica Road Bedofrd, MA 01730 Grand Summitt Park City, Utah 15 14 Monthomer Road Georgetown, ME 2 non bus hrs per month Investment related >10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-20 |
Reach out to this advisor