Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-11 |
Branch Locations
7077 Bonneval Rd. Suite 570, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retired | Palm Coast | FL | 04/2021 | 12/2022 |
| Wells Fargo Clearing Service | St Augustine | FL | 11/2016 | 04/2021 |
| Wachovia Bank,Na | Bethel | CT | 06/2002 | 04/2021 |
| Transamerica Financial Advisors, Inc | Jacksonville | FL | 01/2023 | Present |
| United Financial Services | Baltimore | MD | 12/2022 | Present |
| Transamerica Agency Network | Baltimore | MD | 12/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc TRANSAMERICA AGENCY NETWORK/Investment Related - Yes/100 Light Street Floor B1 Baltimore, MD 2102 410-685-2900/Insurance/Affilliate Representative/12.2022/10/5/Selling and servicing Insurance UNITED FINANCIAL SERVICES/Investment Related - No/100 Light Street Floor B1Baltimore, MD 21202 410-685-2900/Insurance/Affiliate Representative/12.2022/10/5/Selling and servicing insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-02 |
Reach out to this advisor