Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-05-11 |
| TX | RA | APPROVED_RES | 2021-03-10 |
| NJ | RA | APPROVED | 2012-01-06 |
Branch Locations
571 Central Ave Suite 111, New Providence, NJ 07974 • 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 |
|---|---|---|---|---|
| Wfg | New Providence | NJ | 08/2002 | Present |
| Health Insurance | El Segundo | CA | 09/2007 | Present |
| Team Transformation, Inc. | El Segundo | CA | 06/2007 | Present |
| I Work 4U, Entertainment, Inc. | Los Angeles | CA | 11/2008 | Present |
| Transamerica Financial Advisors, Inc | New Providence | NJ | 01/2012 | Present |
| Inheritguard, Llc. | Sheridan | WY | 05/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. I WORK 4U, ENTERTAINMENT, INC./NO/LOS ANGELES, CA/ ENTERTAINMENT/COMEDY WORK IN COMEDY CLUBS DURING NON BUSIENSS HOURS HEALTH INSURANCE /NO/EL SEGUNDO, CA/AGENT 9/2007 / HELP CLIENTS CHOSE HEALTH INSURANCE BEST SUITED FOR THEIR NEEDS OUTSIDE OF OF BUSINESS HOURS TEAM TRANSFORMATION, INC/NO/EL SEGUNDO, CA/PRESIDENT 6/27/2007 - A CORPORATION WITH ONE OFFICE FOR THE PURPOSE OF MANAGING DAY TO DAY BUSINESS RELATED EXPENSES AND TRAINING INHERITGUARD, LLC. POSITION: Client Support Representative NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2026 ADDRESS: 30 N. GOULD STREET, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-02 |
Reach out to this advisor